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

Journey 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 Q2	$22.3M	Buy	+246,014	New	+$21.9M	1.7%	11
2025 Q1	–	Sell	-4,250	Closed	-$369K	–	279
2024 Q4	$369K	Hold	4,250	–	–	0.04%	176
2024 Q3	$369K	Hold	4,250	–	–	0.04%	176
2024 Q2	$369K	Hold	4,250	–	–	0.04%	176
2024 Q1	$362K	Hold	4,250	–	–	0.04%	182
2023 Q4	$345K	Hold	4,250	–	–	0.05%	168
2023 Q3	$290K	Hold	4,250	–	–	0.04%	179
2023 Q2	$294K	Hold	4,250	–	–	0.04%	180
2023 Q1	$259K	Sell	4,250 -750	-15%	-$42K	0.04%	204
2022 Q4	$256K	Hold	5,000	–	–	0.06%	199
2022 Q3	$250K	Hold	5,000	–	–	0.06%	204
2022 Q2	$295K	Sell	5,000 -130	-3%	-$7.64K	0.07%	202
2022 Q1	$354K	Hold	5,130	–	–	0.09%	171
2021 Q4	$408K	Hold	5,130	–	–	0.11%	151
2021 Q3	$410K	Buy	5,130 +130	+3%	+$10.6K	0.13%	141
2021 Q2	$390K	Hold	5,000	–	–	0.12%	142
2021 Q1	$341K	Hold	5,000	–	–	0.12%	138
2020 Q4	$354K	Buy	+5,000	New	+$331K	0.13%	126

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

Journey Advisory Group's IGV Position: Q2 2026 in Review

Journey Advisory Group opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 246,014 shares worth $22.3M. The stake represents 1.7% of the portfolio and ranks #11 among its holdings. This is a return to the name: Journey Advisory Group previously reported a position in IGV as recently as Q4 2024.

Journey Advisory Group first reported a position in IGV in Q4 2020 and has held it in 18 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Journey Advisory Group held 246,014 shares of iShares Expanded Tech-Software Sector ETF worth $22.3M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Journey Advisory Group position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 1.7% of Journey Advisory Group's portfolio in Q2 2026, its #11 holding.
Journey Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 18 quarters since.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.