Gladstone Institutional Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Gladstone Institutional Advisory’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 Q2	$268K	Buy	+2,959	New	+$263K	0.01%	775
2026 Q1	–	Sell	-4,530	Closed	-$479K	–	862
2025 Q4	$479K	Sell	4,530 -3,287	-42%	-$361K	0.02%	508
2025 Q3	$899K	Buy	7,817 +285	+4%	+$31.5K	0.03%	387
2025 Q2	$825K	Buy	7,532 +320	+4%	+$31.6K	0.03%	387
2025 Q1	$642K	Buy	7,212 +4,425	+159%	+$437K	0.03%	411
2024 Q4	$279K	Buy	+2,787	New	+$276K	0.01%	606
2023 Q3	–	Sell	-99,895	Closed	-$6.91M	–	647
2023 Q2	$6.91M	Buy	+99,895	New	+$6.27M	0.42%	53
2022 Q2	–	Sell	-3,205	Closed	-$221K	–	690
2022 Q1	$221K	Buy	+3,205	New	+$220K	0.01%	635
2020 Q1	–	Sell	-5,590	Closed	-$261K	–	294
2019 Q4	$261K	Sell	5,590 -1,045	-16%	-$46.3K	0.06%	213
2019 Q3	$281K	Sell	6,635 -640	-9%	-$28K	0.07%	218
2019 Q2	$318K	Buy	+7,275	New	+$312K	0.1%	191

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gladstone Institutional Advisory's IGV Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,959 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in IGV as recently as Q4 2025.

Gladstone Institutional Advisory first reported a position in IGV in Q2 2019 and has held it in 11 quarters since. The position peaked at $6.91M in Q2 2023. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Gladstone Institutional Advisory held 2,959 shares of iShares Expanded Tech-Software Sector ETF worth $268K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Gladstone Institutional Advisory position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #775 holding.
Gladstone Institutional Advisory first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 11 quarters since.
Gladstone Institutional Advisory's iShares Expanded Tech-Software Sector ETF position peaked at $6.91M in Q2 2023.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.