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

IPG Investment 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	$1.01M	Buy	11,151 +3,086	+38%	+$274K	0.15%	122
2026 Q1	$646K	Buy	+8,065	New	+$714K	0.11%	122
2021 Q2	–	Sell	-12,605	Closed	-$861K	–	178
2021 Q1	$861K	Buy	12,605 +180	+1%	+$12.8K	0.17%	90
2020 Q4	$880K	Hold	12,425	–	–	0.2%	68
2020 Q3	$773K	Buy	+12,425	New	+$746K	0.22%	68

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

IPG Investment Advisors's IGV Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 38% in Q2 2026, buying an estimated $274K and bringing the position to 11,151 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #122.

IPG Investment Advisors first reported a position in IGV in Q3 2020 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

IPG Investment Advisors held 11,151 shares of iShares Expanded Tech-Software Sector ETF worth $1.01M as of Q2 2026.
IPG Investment Advisors bought 3,086 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $274K.
iShares Expanded Tech-Software Sector ETF made up 0.15% of IPG Investment Advisors's portfolio in Q2 2026, its #122 holding.
IPG Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 5 quarters since.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.