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

Mutual 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
Q1 		$410K Sell
5,121
-3,590
-41% -$318K 0.01% 981
2025
Q4 		$921K Sell
8,711
-12
-0.1% -$1.32K 0.02% 607
2025
Q3 		$1M Sell
8,723
-243
-3% -$26.9K 0.02% 573
2025
Q2 		$1.01M Sell
8,966
-675
-7% -$66.8K 0.03% 511
2025
Q1 		$914K Buy
9,641
+5
+0.1% +$494 0.03% 475
2024
Q4 		$957K Sell
9,636
-20,902
-68% -$2.07M 0.03% 490
2024
Q3 		$2.8M Buy
30,538
+20,362
+200% +$1.75M 0.08% 218
2024
Q2 		$858K Sell
10,176
-6,232
-38% -$512K 0.03% 534
2024
Q1 		$1.4M Sell
16,408
-12,202
-43% -$1.03M 0.04% 366
2023
Q4 		$2.32M Buy
28,610
+17,530
+158% +$1.3M 0.08% 234
2023
Q3 		$756K Sell
11,080
-17,175
-61% -$1.2M 0.03% 491
2023
Q2 		$1.95M Buy
28,255
+17,340
+159% +$1.09M 0.07% 258
2023
Q1 		$665K Sell
10,915
-1,205
-10% -$67.5K 0.03% 545
2022
Q4 		$620K Sell
12,120
-1,840
-13% -$95.4K 0.03% 535
2022
Q3 		$698K Buy
13,960
+2,210
+19% +$126K 0.04% 474
2022
Q2 		$633K Sell
11,750
-30
-0.3% -$1.76K 0.04% 466
2022
Q1 		$813K Sell
11,780
-31,690
-73% -$2.18M 0.05% 438
2021
Q4 		$3.46M Buy
43,470
+14,015
+48% +$1.17M 0.18% 127
2021
Q3 		$2.35M Buy
29,455
+910
+3% +$74.3K 0.14% 186
2021
Q2 		$2.23M Sell
28,545
-26,525
-48% -$1.92M 0.13% 197
2021
Q1 		$3.76M Sell
55,070
-4,990
-8% -$354K 0.26% 89
2020
Q4 		$4.25M Buy
60,060
+23,180
+63% +$1.54M 0.32% 66
2020
Q3 		$2.29M Sell
36,880
-52,565
-59% -$3.16M 0.2% 122
2020
Q2 		$5.08M Buy
89,445
+31,910
+55% +$1.6M 0.5% 35
2020
Q1 		$2.42M Buy
+57,535
New +$2.72M 0.33% 65
2019
Q3 		– Sell
-6,375
Closed -$279K – 572
2019
Q2 		$279K Buy
+6,375
New +$273K 0.04% 456
2019
Q1 		– Sell
-7,565
Closed -$263K – 489
2018
Q4 		$263K Sell
7,565
-124,990
-94% -$4.53M 0.05% 354
2018
Q3 		$5.43M Buy
+132,555
New +$5.19M 0.82% 21

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Mutual Advisors's IGV Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 41% in Q1 2026, selling an estimated $318K and leaving 5,121 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #981.

Mutual Advisors first reported a position in IGV in Q3 2018 and has held it in 28 quarters since. The position peaked at $5.43M in Q3 2018. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Mutual Advisors held 5,121 shares of iShares Expanded Tech-Software Sector ETF worth $410K as of Q1 2026.
  • Mutual Advisors sold 3,590 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $318K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #981 holding.
  • Mutual Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 28 quarters since.
  • Mutual Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $5.43M in Q3 2018.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.