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

Kovack 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 Q1	$244K	Sell	2,961 -1,296	-30%	-$115K	0.01%	835
2025 Q4	$450K	Buy	+4,257	New	+$468K	0.02%	627
2022 Q2	–	Sell	-5,340	Closed	-$368K	–	677
2022 Q1	$368K	Sell	5,340 -1,140	-18%	-$78.3K	0.04%	467
2021 Q4	$515K	Sell	6,480 -160	-2%	-$13.4K	0.05%	380
2021 Q3	$530K	Sell	6,640 -80	-1%	-$6.53K	0.06%	367
2021 Q2	$524K	Sell	6,720 -4,965	-42%	-$360K	0.06%	342
2021 Q1	$798K	Buy	11,685 +380	+3%	+$26.9K	0.1%	220
2020 Q4	$801K	Sell	11,305 -590	-5%	-$39.1K	0.12%	195
2020 Q3	$740K	Sell	11,895 -55	-0.5%	-$3.3K	0.13%	174
2020 Q2	$679K	Buy	11,950 +5,395	+82%	+$271K	0.13%	168
2020 Q1	$276K	Sell	6,555 -800	-11%	-$37.8K	0.06%	310
2019 Q4	$343K	Sell	7,355 -105	-1%	-$4.66K	0.06%	334
2019 Q3	$316K	Buy	7,460 +1,500	+25%	+$65.6K	0.06%	319
2019 Q2	$260K	Sell	5,960 -815	-12%	-$34.9K	0.06%	338
2019 Q1	$286K	Buy	+6,775	New	+$267K	0.07%	300

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Kovack Advisors's IGV Position: Q1 2026 in Review

Kovack Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 30% in Q1 2026, selling an estimated $115K and leaving 2,961 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #835.

Kovack Advisors first reported a position in IGV in Q1 2019 and has held it in 15 quarters since. The position peaked at $801K in Q4 2020. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Kovack Advisors held 2,961 shares of iShares Expanded Tech-Software Sector ETF worth $244K as of Q1 2026.
Kovack Advisors sold 1,296 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $115K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #835 holding.
Kovack Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and has held it in 15 quarters since.
Kovack Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $801K in Q4 2020.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.