Guardian Asset Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Guardian Asset 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 Q2	$1.85M	Sell	20,400 -346	-2%	-$30.8K	0.85%	30
2026 Q1	$1.66M	Sell	20,746 -1,490	-7%	-$132K	0.97%	25
2025 Q4	$2.35M	Buy	22,236 +79	+0.4%	+$8.68K	1.22%	20
2025 Q3	$2.55M	Buy	22,157 +89	+0.4%	+$9.85K	1.37%	18
2025 Q2	$2.42M	Buy	22,068 +1,185	+6%	+$117K	1.39%	17
2025 Q1	$1.86M	Buy	20,883 +1,326	+7%	+$131K	1.21%	21
2024 Q4	$1.96M	Buy	+19,557	New	+$1.94M	1.26%	20

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

Guardian Asset Advisors's IGV Position: Q2 2026 in Review

Guardian Asset Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.7% in Q2 2026, selling an estimated $30.8K and leaving 20,400 shares worth $1.85M. The position accounts for 0.85% of the portfolio, ranked #30.

Guardian Asset Advisors first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q3 2025. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Guardian Asset Advisors held 20,400 shares of iShares Expanded Tech-Software Sector ETF worth $1.85M as of Q2 2026.
Guardian Asset Advisors sold 346 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $30.8K.
iShares Expanded Tech-Software Sector ETF made up 0.85% of Guardian Asset Advisors's portfolio in Q2 2026, its #30 holding.
Guardian Asset Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Asset Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $2.55M in Q3 2025.
884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.