Independent Advisor Alliance’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-23,591	Closed	-$1.89M	–	1344
2026 Q1	$1.89M	Buy	+23,591	New	+$2.09M	0.02%	571
2025 Q1	–	Sell	-7,053	Closed	-$706K	–	1074
2024 Q4	$706K	Buy	+7,053	New	+$699K	0.01%	837
2020 Q1	–	Sell	-30,550	Closed	-$1.42M	–	614
2019 Q4	$1.42M	Buy	+30,550	New	+$1.35M	0.06%	298

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

Independent Advisor Alliance's IGV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 23,591 shares — an estimated $1.89M sold.

Independent Advisor Alliance first reported a position in IGV in Q4 2019 and held it in 3 quarters. The position peaked at $1.89M in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 23,591 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.89M.
Independent Advisor Alliance first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares Expanded Tech-Software Sector ETF position peaked at $1.89M in Q1 2026.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.