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

Millennium Capital 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	$315K	Hold	3,479	–	–	0.17%	104
2026 Q1	$278K	Sell	3,479 -105	-3%	-$9.29K	0.17%	100
2025 Q4	$379K	Sell	3,584 -30	-0.8%	-$3.3K	0.22%	91
2025 Q3	$416K	Hold	3,614	–	–	0.25%	78
2025 Q2	$396K	Hold	3,614	–	–	0.26%	72
2025 Q1	$322K	Hold	3,614	–	–	0.24%	82
2024 Q4	$362K	Buy	3,614 +10	+0.3%	+$991	0.25%	71
2024 Q3	$322K	Hold	3,604	–	–	0.21%	80
2024 Q2	$313K	Hold	3,604	–	–	0.21%	82
2024 Q1	$307K	Sell	3,604 -1	-0%	-$84	0.22%	88
2023 Q4	$292K	Buy	3,605 +10	+0.3%	+$740	0.22%	88
2023 Q3	$245K	Buy	3,595 +55	+2%	+$3.86K	0.21%	91
2023 Q2	$245K	Sell	3,540 -75	-2%	-$4.71K	0.2%	94
2023 Q1	$220K	Buy	+3,615	New	+$203K	0.2%	95
2022 Q3	–	Sell	-4,140	Closed	-$223K	–	92
2022 Q2	$223K	Hold	4,140	–	–	0.22%	85
2022 Q1	$286K	Hold	4,140	–	–	0.23%	86
2021 Q4	$329K	Buy	+4,140	New	+$346K	0.26%	74

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

Millennium Capital Advisors's IGV Position: Q2 2026 in Review

Millennium Capital Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 3,479 shares worth $315K. The position accounts for 0.17% of the portfolio, ranked #104.

Millennium Capital Advisors first reported a position in IGV in Q4 2021 and has held it in 17 quarters since. The position peaked at $416K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Millennium Capital Advisors held 3,479 shares of iShares Expanded Tech-Software Sector ETF worth $315K as of Q2 2026.
Millennium Capital Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.17% of Millennium Capital Advisors's portfolio in Q2 2026, its #104 holding.
Millennium Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 17 quarters since.
Millennium Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $416K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.