IBEX Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

IBEX Wealth 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 Q1	–	Sell	-12,556	Closed	-$1.33M	–	206
2025 Q4	$1.33M	Sell	12,556 -467	-4%	-$51.3K	0.13%	97
2025 Q3	$1.5M	Buy	13,023 +10,039	+336%	+$1.11M	0.14%	99
2025 Q2	$327K	Sell	2,984 -17,041	-85%	-$1.69M	0.03%	165
2025 Q1	$1.78M	Buy	20,025 +17,078	+580%	+$1.69M	0.24%	82
2024 Q4	$295K	Buy	+2,947	New	+$292K	0.03%	178
2023 Q1	–	Sell	-15,805	Closed	-$809K	–	124
2022 Q4	$809K	Buy	+15,805	New	+$819K	0.18%	97
2021 Q4	–	Sell	-195	Closed	-$16K	–	300
2021 Q3	$16K	Buy	+195	New	+$15.9K	﹤0.01%	331
2019 Q3	–	Sell	-2,155	Closed	-$94K	–	211
2019 Q2	$94K	Buy	+2,155	New	+$92.4K	0.03%	172
2019 Q1	–	Sell	-101,150	Closed	-$3.51M	–	104
2018 Q4	$3.51M	Buy	+101,150	New	+$3.67M	1.6%	19
2017 Q1	–	Sell	-2,100	Closed	-$48K	–	207
2016 Q4	$48K	Buy	+2,100	New	+$47K	0.02%	174

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

IBEX Wealth Advisors's IGV Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 12,556 shares — an estimated $1.33M sold.

IBEX Wealth Advisors first reported a position in IGV in Q4 2016 and held it in 10 quarters. The position peaked at $3.51M in Q4 2018. 763 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

IBEX Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 12,556 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.33M.
IBEX Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2016 and held it in 10 quarters.
IBEX Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.51M in Q4 2018.
763 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.