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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 		$8.01K Buy
+100
New +$8.85K ﹤0.01% 1324

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.