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Genesee Capital Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Genesee Capital Advisors’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$767K Sell
9,577
-993
-9% -$87.9K 0.32% 67
2025
Q4 		$1.12M Sell
10,570
-3,175
-23% -$349K 0.45% 55
2025
Q3 		$1.58M Buy
13,745
+199
+1% +$22K 0.69% 40
2025
Q2 		$1.48M Buy
13,546
+5,143
+61% +$509K 0.66% 41
2025
Q1 		$748K Sell
8,403
-2,220
-21% -$219K 0.37% 66
2024
Q4 		$1.06M Buy
10,623
+486
+5% +$48.2K 0.49% 48
2024
Q3 		$906K Buy
10,137
+2,626
+35% +$225K 0.44% 51
2024
Q2 		$653K Buy
7,511
+147
+2% +$12.1K 0.32% 66
2024
Q1 		$628K Buy
+7,364
New +$621K 0.34% 63
2021
Q1 		– Sell
-12,695
Closed -$899K – 95
2020
Q4 		$899K Sell
12,695
-6,120
-33% -$405K 0.59% 45
2020
Q3 		$1.17M Buy
18,815
+370
+2% +$22.2K 0.97% 33
2020
Q2 		$1.05M Sell
18,445
-2,150
-10% -$108K 0.97% 33
2020
Q1 		$866K Buy
20,595
+155
+0.8% +$7.33K 0.83% 39
2019
Q4 		$952K Sell
20,440
-10
-0% -$443 0.81% 45
2019
Q3 		$866K Buy
20,450
+835
+4% +$36.5K 0.8% 49
2019
Q2 		$856K Buy
19,615
+2,585
+15% +$111K 0.86% 41
2019
Q1 		$718K Buy
17,030
+435
+3% +$17.2K 0.86% 33
2018
Q4 		$576K Buy
+16,595
New +$602K 0.94% 31

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Genesee Capital Advisors's IGV Position: Q1 2026 in Review

Genesee Capital Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 9.4% in Q1 2026, selling an estimated $87.9K and leaving 9,577 shares worth $767K. The position accounts for 0.32% of the portfolio, ranked #67.

Genesee Capital Advisors first reported a position in IGV in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.58M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Genesee Capital Advisors held 9,577 shares of iShares Expanded Tech-Software Sector ETF worth $767K as of Q1 2026.
  • Genesee Capital Advisors sold 993 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $87.9K.
  • iShares Expanded Tech-Software Sector ETF made up 0.32% of Genesee Capital Advisors's portfolio in Q1 2026, its #67 holding.
  • Genesee Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 18 quarters since.
  • Genesee Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.58M in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.