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

JFS 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 Q2	$39.9K	Sell	440 -40	-8%	-$3.56K	﹤0.01%	595
2026 Q1	$38.4K	Buy	480 +40	+9%	+$3.54K	﹤0.01%	578
2025 Q4	$46.5K	Buy	440 +355	+418%	+$39K	﹤0.01%	541
2025 Q3	$9.78K	Hold	85	–	–	﹤0.01%	909
2025 Q2	$9.31K	Hold	85	–	–	﹤0.01%	887
2025 Q1	$7.57K	Hold	85	–	–	﹤0.01%	974
2024 Q4	$8.51K	Hold	85	–	–	﹤0.01%	900
2024 Q3	$7.6K	Hold	85	–	–	﹤0.01%	953
2024 Q2	$7.39K	Hold	85	–	–	﹤0.01%	897
2024 Q1	$7.25K	Hold	85	–	–	﹤0.01%	936
2023 Q4	$6.9K	Hold	85	–	–	﹤0.01%	927
2023 Q3	$5.8K	Sell	85 -165	-66%	-$11.6K	﹤0.01%	927
2023 Q2	$17.3K	Hold	250	–	–	﹤0.01%	578
2023 Q1	$15.2K	Hold	250	–	–	﹤0.01%	592
2022 Q4	$12.8K	Hold	250	–	–	﹤0.01%	626
2022 Q3	$13K	Hold	250	–	–	﹤0.01%	659
2022 Q2	$13K	Buy	250 +165	+194%	+$9.7K	﹤0.01%	696
2022 Q1	$6K	Buy	+85	New	+$5.84K	﹤0.01%	974
2019 Q3	–	Sell	-1,765	Closed	-$77K	–	527
2019 Q2	$77K	Buy	+1,765	New	+$75.6K	0.02%	208

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

JFS Wealth Advisors's IGV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.3% in Q2 2026, selling an estimated $3.56K and leaving 440 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

JFS Wealth Advisors first reported a position in IGV in Q2 2019 and has held it in 19 quarters since. The position peaked at $77K in Q2 2019. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

JFS Wealth Advisors held 440 shares of iShares Expanded Tech-Software Sector ETF worth $39.9K as of Q2 2026.
JFS Wealth Advisors sold 40 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $3.56K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #595 holding.
JFS Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 19 quarters since.
JFS Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $77K in Q2 2019.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.