Global Assets Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Global Assets 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	$253K	Buy	2,689 +1,389	+107%	+$123K	0.06%	290
2026 Q1	$104K	Buy	+1,300	New	+$115K	0.03%	297
2022 Q4	–	Sell	-5,510	Closed	-$295K	–	146
2022 Q3	$295K	Buy	+5,510	New	+$313K	0.3%	86

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

Global Assets Advisory's IGV Position: Q2 2026 in Review

Global Assets Advisory increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 107% in Q2 2026, buying an estimated $123K and bringing the position to 2,689 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #290.

Global Assets Advisory first reported a position in IGV in Q3 2022 and has held it in 3 quarters since. The position peaked at $295K in Q3 2022. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Global Assets Advisory held 2,689 shares of iShares Expanded Tech-Software Sector ETF worth $253K as of Q2 2026.
Global Assets Advisory bought 1,389 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $123K.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Global Assets Advisory's portfolio in Q2 2026, its #290 holding.
Global Assets Advisory first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2022 and has held it in 3 quarters since.
Global Assets Advisory's iShares Expanded Tech-Software Sector ETF position peaked at $295K in Q3 2022.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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