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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
Q2 		$205K Sell
2,211
-750
-25% -$66.7K 0.01% 989
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 $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovack Advisors's IGV Position: Q2 2026 in Review

Kovack Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 25% in Q2 2026, selling an estimated $66.7K and leaving 2,211 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #989.

Kovack Advisors first reported a position in IGV in Q1 2019 and has held it in 16 quarters since. The position peaked at $801K in Q4 2020. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Kovack Advisors held 2,211 shares of iShares Expanded Tech-Software Sector ETF worth $205K as of Q2 2026.
  • Kovack Advisors sold 750 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $66.7K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #989 holding.
  • Kovack Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and has held it in 16 quarters since.
  • Kovack Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $801K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.