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

HighPoint 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
Q2 		$803K Sell
8,862
-3,802
-30% -$338K 0.03% 370
2026
Q1 		$1.01M Buy
12,664
+8,959
+242% +$793K 0.04% 290
2025
Q4 		$392K Buy
+3,705
New +$407K 0.01% 748

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighPoint Advisor Group's IGV Position: Q2 2026 in Review

HighPoint Advisor Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 30% in Q2 2026, selling an estimated $338K and leaving 8,862 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #370.

HighPoint Advisor Group first reported a position in IGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • HighPoint Advisor Group held 8,862 shares of iShares Expanded Tech-Software Sector ETF worth $803K as of Q2 2026.
  • HighPoint Advisor Group sold 3,802 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $338K.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #370 holding.
  • HighPoint Advisor Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's iShares Expanded Tech-Software Sector ETF position peaked at $1.01M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.