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HBK Sorce Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

HBK Sorce 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
Q1 		$604K Buy
6,624
+1,214
+22% +$107K 0.01% 341
2025
Q4 		$446K Sell
5,410
-1,577
-23% -$173K 0.01% 384
2025
Q3 		$792K Sell
6,987
-500
-7% -$55.3K 0.02% 269
2025
Q2 		$820K Hold
7,487
– – 0.02% 256
2025
Q1 		$666K Hold
7,487
– – 0.02% 284
2024
Q4 		$750K Hold
7,487
– – 0.02% 259
2024
Q3 		$669K Sell
7,487
-70
-0.9% -$6K 0.02% 274
2024
Q2 		$657K Hold
7,557
– – 0.02% 283
2024
Q1 		$644K Sell
7,557
-23
-0.3% -$1.94K 0.02% 286
2023
Q4 		$615K Hold
7,580
– – 0.02% 283
2023
Q3 		$517K Sell
7,580
-55
-0.7% -$3.86K 0.02% 302
2023
Q2 		$528K Hold
7,635
– – 0.02% 317
2023
Q1 		$465K Sell
7,635
-13,595
-64% -$762K 0.02% 335
2022
Q4 		$1.09M Buy
21,230
+8,275
+64% +$429K 0.03% 273
2022
Q3 		$648K Buy
+12,955
New +$736K 0.04% 221
2022
Q2 		– Sell
-13,535
Closed -$934K – 509
2022
Q1 		$934K Hold
13,535
– – 0.05% 209
2021
Q4 		$1.08M Sell
13,535
-125
-0.9% -$10.4K 0.05% 203
2021
Q3 		$1.09M Buy
13,660
+35
+0.3% +$2.86K 0.06% 195
2021
Q2 		$1.06M Sell
13,625
-435
-3% -$31.5K 0.06% 192
2021
Q1 		$960K Buy
14,060
+265
+2% +$18.8K 0.06% 191
2020
Q4 		$977K Sell
13,795
-150
-1% -$9.94K 0.06% 193
2020
Q3 		$868K Buy
13,945
+200
+1% +$12K 0.06% 184
2020
Q2 		$781K Buy
13,745
+1,220
+10% +$61.2K 0.06% 185
2020
Q1 		$527K Buy
+12,525
New +$592K 0.05% 206

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

HBK Sorce Advisory's IGV Position: Q1 2026 in Review

HBK Sorce Advisory increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 22% in Q1 2026, buying an estimated $107K and bringing the position to 6,624 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #341.

HBK Sorce Advisory first reported a position in IGV in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.09M in Q3 2021. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • HBK Sorce Advisory held 6,624 shares of iShares Expanded Tech-Software Sector ETF worth $604K as of Q1 2026.
  • HBK Sorce Advisory bought 1,214 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $107K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #341 holding.
  • HBK Sorce Advisory first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 24 quarters since.
  • HBK Sorce Advisory's iShares Expanded Tech-Software Sector ETF position peaked at $1.09M in Q3 2021.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.