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 Q3	$26.6M	Buy	249,970 +3,956	+2%	+$397K	1.98%	9
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

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Journey Advisory Group's IGV Position: Q3 2026 in Review

Journey Advisory Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.6% in Q3 2026, buying an estimated $397K and bringing the position to 249,970 shares worth $26.6M. The position accounts for 1.98% of the portfolio, ranked #9.

Journey Advisory Group first reported a position in IGV in Q4 2020 and has held it in 19 quarters since. 804 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Journey Advisory Group held 249,970 shares of iShares Expanded Tech-Software Sector ETF worth $26.6M as of Q3 2026.
Journey Advisory Group bought 3,956 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $397K.
iShares Expanded Tech-Software Sector ETF made up 1.98% of Journey Advisory Group's portfolio in Q3 2026, its #9 holding.
Journey Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 19 quarters since.
804 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.