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

NewEdge 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 		$3.58M Buy
39,568
+1,762
+5% +$157K 0.01% 917
2026
Q1 		$3.03M Sell
37,806
-28,872
-43% -$2.56M 0.01% 902
2025
Q4 		$7.05M Sell
66,678
-29,806
-31% -$3.28M 0.03% 541
2025
Q3 		$11.1M Buy
96,484
+7,267
+8% +$804K 0.05% 374
2025
Q2 		$9.77M Sell
89,217
-9,094
-9% -$899K 0.05% 373
2025
Q1 		$8.75M Buy
98,311
+4,569
+5% +$451K 0.05% 357
2024
Q4 		$9.39M Buy
93,742
+6,774
+8% +$671K 0.06% 325
2024
Q3 		$7.77M Sell
86,968
-10,879
-11% -$933K 0.05% 349
2024
Q2 		$8.5M Buy
97,847
+50,206
+105% +$4.12M 0.06% 307
2024
Q1 		$4.06M Sell
47,641
-479
-1% -$40.4K 0.04% 452
2023
Q4 		$3.9M Sell
48,120
-64,935
-57% -$4.8M 0.04% 424
2023
Q3 		$7.72M Sell
113,055
-11,355
-9% -$796K 0.08% 233
2023
Q2 		$8.61M Buy
124,410
+11,440
+10% +$718K 0.1% 207
2023
Q1 		$6.88M Buy
112,970
+58,015
+106% +$3.25M 0.09% 232
2022
Q4 		$22K Sell
54,955
-13,850
-20% -$718K ﹤0.01% 2091
2022
Q3 		$3.44M Sell
68,805
-5,245
-7% -$298K 0.06% 310
2022
Q2 		$3.99M Sell
74,050
-3,145
-4% -$185K 0.07% 279
2022
Q1 		$5.33M Sell
77,195
-385
-0.5% -$26.4K 0.09% 230
2021
Q4 		$6.17M Buy
77,580
+1,730
+2% +$144K 0.09% 212
2021
Q3 		$6.05M Buy
75,850
+1,230
+2% +$100K 0.15% 142
2021
Q2 		$5.82M Buy
74,620
+3,980
+6% +$289K 0.15% 142
2021
Q1 		$4.82M Buy
70,640
+16,885
+31% +$1.2M 0.14% 150
2020
Q4 		$3.81M Sell
53,755
-595
-1% -$39.4K 0.12% 169
2020
Q3 		$3.38M Buy
54,350
+1,215
+2% +$73K 0.12% 177
2020
Q2 		$3.02M Buy
53,135
+690
+1% +$34.6K 0.12% 175
2020
Q1 		$2.21M Sell
52,445
-960
-2% -$45.4K 0.11% 182
2019
Q4 		$2.49M Buy
53,405
+600
+1% +$26.6K 0.1% 205
2019
Q3 		$2.24M Buy
52,805
+265
+0.5% +$11.6K 0.1% 198
2019
Q2 		$2.3M Buy
52,540
+4,415
+9% +$189K 0.14% 154
2019
Q1 		$2.03M Buy
48,125
+10,510
+28% +$415K 0.13% 165
2018
Q4 		$1.3K Buy
37,615
+3,830
+11% +$139K 0.08% 207
2018
Q3 		$1.39M Buy
+33,785
New +$1.32M 0.11% 193

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

NewEdge Advisors's IGV Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.7% in Q2 2026, buying an estimated $157K and bringing the position to 39,568 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #917.

NewEdge Advisors first reported a position in IGV in Q3 2018 and has held it in 32 quarters since. The position peaked at $11.1M in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • NewEdge Advisors held 39,568 shares of iShares Expanded Tech-Software Sector ETF worth $3.58M as of Q2 2026.
  • NewEdge Advisors bought 1,762 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $157K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #917 holding.
  • NewEdge Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 32 quarters since.
  • NewEdge Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $11.1M in Q3 2025.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.