Level Four Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Level Four Advisory Services’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	$873K	Buy	9,638 +6,299	+189%	+$560K	0.02%	469
2026 Q1	$267K	Buy	+3,339	New	+$296K	0.01%	754
2025 Q3	–	Sell	-2,435	Closed	-$267K	–	818
2025 Q2	$267K	Buy	2,435 +95	+4%	+$9.39K	0.01%	673
2025 Q1	$208K	Buy	+2,340	New	+$231K	0.01%	714
2020 Q4	–	Sell	-3,615	Closed	-$225K	–	606
2020 Q3	$225K	Buy	+3,615	New	+$217K	0.02%	493

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

Level Four Advisory Services's IGV Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 189% in Q2 2026, buying an estimated $560K and bringing the position to 9,638 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #469.

Level Four Advisory Services first reported a position in IGV in Q3 2020 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Level Four Advisory Services held 9,638 shares of iShares Expanded Tech-Software Sector ETF worth $873K as of Q2 2026.
Level Four Advisory Services bought 6,299 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $560K.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #469 holding.
Level Four Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 5 quarters since.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.