GVAG
IGV icon

Great Valley Advisor Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Great Valley Advisor Group’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 		$629K Buy
7,859
+5,156
+191% +$456K 0.01% 613
2025
Q4 		$285K Buy
2,703
+559
+26% +$61.4K 0.01% 797
2025
Q3 		$246K Sell
2,144
-69
-3% -$7.64K ﹤0.01% 830
2025
Q2 		$243K Sell
2,213
-91
-4% -$9K 0.01% 802
2025
Q1 		$205K Buy
2,304
+189
+9% +$18.7K ﹤0.01% 832
2024
Q4 		$212K Buy
+2,115
New +$210K ﹤0.01% 802
2024
Q3 		– Sell
-14,100
Closed -$1.22M – 839
2024
Q2 		$1.22M Sell
14,100
-95
-0.7% -$7.8K 0.03% 353
2024
Q1 		$1.21M Buy
14,195
+3,730
+36% +$315K 0.04% 340
2023
Q4 		$849K Buy
+10,465
New +$774K 0.03% 364
2021
Q2 		– Sell
-4,615
Closed -$315K – 548
2021
Q1 		$315K Sell
4,615
-4,630
-50% -$328K 0.03% 399
2020
Q4 		$655K Sell
9,245
-600
-6% -$39.8K 0.07% 239
2020
Q3 		$613K Hold
9,845
– – 0.08% 216
2020
Q2 		$560K Hold
9,845
– – 0.09% 215
2020
Q1 		$414K Buy
9,845
+510
+5% +$24.1K 0.11% 198
2019
Q4 		$435K Buy
+9,335
New +$414K 0.1% 224

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

Great Valley Advisor Group's IGV Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 191% in Q1 2026, buying an estimated $456K and bringing the position to 7,859 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #613.

Great Valley Advisor Group first reported a position in IGV in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.22M in Q2 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Great Valley Advisor Group held 7,859 shares of iShares Expanded Tech-Software Sector ETF worth $629K as of Q1 2026.
  • Great Valley Advisor Group bought 5,156 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $456K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #613 holding.
  • Great Valley Advisor Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 15 quarters since.
  • Great Valley Advisor Group's iShares Expanded Tech-Software Sector ETF position peaked at $1.22M in Q2 2024.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.