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N.E.W. Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

N.E.W. 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 		$215K Sell
2,376
-266
-10% -$23.6K 0.01% 209
2026
Q1 		$211K Sell
2,642
-29
-1% -$2.57K 0.02% 208
2025
Q4 		$282K Buy
2,671
+242
+10% +$26.6K 0.02% 176
2025
Q3 		$279K Buy
2,429
+642
+36% +$71.1K 0.03% 162
2025
Q2 		$196K Sell
1,787
-521
-23% -$51.5K 0.02% 188
2025
Q1 		$205K Buy
+2,308
New +$228K 0.02% 199

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

N.E.W. Advisory Services's IGV Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 10% in Q2 2026, selling an estimated $23.6K and leaving 2,376 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #209.

N.E.W. Advisory Services first reported a position in IGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $282K in Q4 2025. 609 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • N.E.W. Advisory Services held 2,376 shares of iShares Expanded Tech-Software Sector ETF worth $215K as of Q2 2026.
  • N.E.W. Advisory Services sold 266 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $23.6K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #209 holding.
  • N.E.W. Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $282K in Q4 2025.
  • 609 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.