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

LM 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 		$938K Buy
10,355
+9,566
+1,212% +$850K 0.11% 114
2026
Q1 		$9.86K Buy
789
+570
+260% +$50.5K 0.16% 100
2025
Q4 		$2.07K Sell
219
-1,849
-89% -$203K 0.04% 180
2025
Q3 		$238K Buy
+2,068
New +$229K 0.03% 190
2024
Q1 		– Sell
-85
Closed -$6.9K – 450
2023
Q4 		$6.9K Buy
+85
New +$6.29K ﹤0.01% 563

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

LM Advisors's IGV Position: Q2 2026 in Review

LM Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1,212% in Q2 2026, buying an estimated $850K and bringing the position to 10,355 shares worth $938K. The position accounts for 0.11% of the portfolio, ranked #114.

LM Advisors first reported a position in IGV in Q4 2023 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • LM Advisors held 10,355 shares of iShares Expanded Tech-Software Sector ETF worth $938K as of Q2 2026.
  • LM Advisors bought 9,566 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $850K.
  • iShares Expanded Tech-Software Sector ETF made up 0.11% of LM Advisors's portfolio in Q2 2026, its #114 holding.
  • LM Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 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 LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.