Laurel Wealth Advisors (North Carolina)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-15	Closed	-$1.59K	–	407
2025 Q4	$1.59K	Buy	+15	New	+$1.65K	﹤0.01%	619
2021 Q3	–	Sell	-15	Closed	-$1K	–	699
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	721
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	644
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	570
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	507
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	496
2020 Q1	$1K	Buy	+15	New	+$709	﹤0.01%	492

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IGV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 15 shares — an estimated $1.59K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IGV in Q1 2020 and held it in 7 quarters. The position peaked at $1.59K in Q4 2025. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 15 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.59K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and held it in 7 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Expanded Tech-Software Sector ETF position peaked at $1.59K in Q4 2025.
765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.