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

IFP 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 		$9.18M Buy
101,274
+25,137
+33% +$2.23M 0.17% 134
2026
Q1 		$6.09M Buy
76,137
+70,570
+1,268% +$6.25M 0.13% 184
2025
Q4 		$588K Sell
5,567
-68
-1% -$7.47K 0.01% 862
2025
Q3 		$648K Buy
5,635
+545
+11% +$60.3K 0.02% 764
2025
Q2 		$557K Buy
5,090
+32
+0.6% +$3.17K 0.02% 788
2025
Q1 		$450K Sell
5,058
-63
-1% -$6.22K 0.01% 807
2024
Q4 		$513K Buy
5,121
+3,425
+202% +$339K 0.02% 725
2024
Q3 		$152K Buy
1,696
+544
+47% +$46.6K 0.01% 1218
2024
Q2 		$100K Sell
1,152
-21
-2% -$1.73K ﹤0.01% 1369
2024
Q1 		$100K Sell
1,173
-47
-4% -$3.97K ﹤0.01% 1288
2023
Q4 		$98.8K Sell
1,220
-2,515
-67% -$186K ﹤0.01% 1249
2023
Q3 		$255K Buy
3,735
+980
+36% +$68.7K 0.01% 856
2023
Q2 		$192K Buy
2,755
+110
+4% +$6.91K 0.01% 1040
2023
Q1 		$70.8K Sell
2,645
-160
-6% -$8.97K ﹤0.01% 1413
2022
Q4 		$78K Buy
2,805
+10
+0.4% +$518 ﹤0.01% 1917
2022
Q3 		$79K Buy
2,795
+185
+7% +$10.5K ﹤0.01% 2025
2022
Q2 		$72K Hold
2,610
– – ﹤0.01% 1907
2022
Q1 		$72K Sell
2,610
-100
-4% -$6.87K ﹤0.01% 1907
2021
Q4 		$216K Buy
2,710
+100
+4% +$8.35K ﹤0.01% 914
2021
Q3 		$209K Buy
2,610
+2,500
+2,273% +$204K ﹤0.01% 931
2021
Q2 		$9K Buy
110
+60
+120% +$4.35K ﹤0.01% 2252
2021
Q1 		$3K Hold
50
– – ﹤0.01% 2566
2020
Q4 		$4K Hold
50
– – ﹤0.01% 2407
2020
Q3 		$3K Sell
50
-1,080
-96% -$64.9K ﹤0.01% 2363
2020
Q2 		$64K Sell
1,130
-2,915
-72% -$146K 0.01% 1100
2020
Q1 		$174K Buy
4,045
+910
+29% +$43K 0.02% 620
2019
Q4 		$147K Hold
3,135
– – 0.01% 765
2019
Q3 		$132K Buy
+3,135
New +$137K 0.01% 925
2019
Q1 		$38K Sell
915
-3,700
-80% -$146K 0.01% 1077
2018
Q4 		$159K Sell
4,615
-1,645
-26% -$59.6K 0.01% 963
2018
Q3 		$257K Hold
6,260
– – 0.01% 944
2018
Q2 		$229K Sell
6,260
-370
-6% -$13.3K 0.01% 996
2018
Q1 		$205K Hold
6,630
– – 0.01% 980
2017
Q4 		$205K Sell
6,630
-1,425
-18% -$43.9K 0.01% 983
2017
Q3 		$236K Buy
8,055
+70
+0.9% +$2K 0.01% 1047
2017
Q2 		$218K Buy
7,985
+4,060
+103% +$109K 0.01% 1084
2017
Q1 		$99K Buy
+3,925
New +$94.6K ﹤0.01% 1498
2016
Q4 		– Sell
-1,220
Closed -$28K – 4048
2016
Q3 		$28K Sell
1,220
-2,290
-65% -$50.8K ﹤0.01% 2188
2016
Q2 		$74K Buy
3,510
+2,595
+284% +$53.4K ﹤0.01% 1519
2016
Q1 		$38K Sell
915
-2,385
-72% -$45.1K 0.01% 1077
2015
Q4 		$69K Buy
+3,300
New +$68.1K ﹤0.01% 1401

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

IFP Advisors's IGV Position: Q2 2026 in Review

IFP Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 33% in Q2 2026, buying an estimated $2.23M and bringing the position to 101,274 shares worth $9.18M. The position accounts for 0.17% of the portfolio, ranked #134.

IFP Advisors first reported a position in IGV in Q4 2015 and has held it in 41 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • IFP Advisors held 101,274 shares of iShares Expanded Tech-Software Sector ETF worth $9.18M as of Q2 2026.
  • IFP Advisors bought 25,137 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $2.23M.
  • iShares Expanded Tech-Software Sector ETF made up 0.17% of IFP Advisors's portfolio in Q2 2026, its #134 holding.
  • IFP Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2015 and has held it in 41 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.