Investmark Advisory Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Investmark Advisory 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 Q1	–	Sell	-4,275	Closed	-$452K	–	144
2025 Q4	$452K	Hold	4,275	–	–	0.19%	81
2025 Q3	$492K	Sell	4,275 -13	-0.3%	-$1.44K	0.21%	77
2025 Q2	$470K	Hold	4,288	–	–	0.22%	76
2025 Q1	$382K	Sell	4,288 -1,503	-26%	-$148K	0.19%	78
2024 Q4	$580K	Hold	5,791	–	–	0.28%	59
2024 Q3	$518K	Sell	5,791 -24	-0.4%	-$2.06K	0.25%	68
2024 Q2	$505K	Hold	5,815	–	–	0.27%	66
2024 Q1	$496K	Sell	5,815 -5	-0.1%	-$422	0.27%	68
2023 Q4	$472K	Hold	5,820	–	–	0.28%	69
2023 Q3	$397K	Hold	5,820	–	–	0.27%	69
2023 Q2	$403K	Buy	+5,820	New	+$365K	0.27%	67
2022 Q1	–	Sell	-45	Closed	-$3K	–	223
2021 Q4	$3K	Buy	+45	New	+$3.76K	﹤0.01%	341

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

Investmark Advisory Group's IGV Position: Q1 2026 in Review

Investmark Advisory Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 4,275 shares — an estimated $452K sold.

Investmark Advisory Group first reported a position in IGV in Q4 2021 and held it in 12 quarters. The position peaked at $580K in Q4 2024. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Investmark Advisory Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Investmark Advisory Group sold 4,275 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $452K.
Investmark Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 12 quarters.
Investmark Advisory Group's iShares Expanded Tech-Software Sector ETF position peaked at $580K in Q4 2024.
765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.