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NorthAvenue LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

NorthAvenue LLC’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 		– Sell
-68
Closed -$5.44K – 316
2026
Q1 		$5.44K Hold
68
– – ﹤0.01% 150
2025
Q4 		$7.19K Buy
+68
New +$7.47K 0.01% 147

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

NorthAvenue LLC's IGV Position: Q2 2026 in Review

NorthAvenue LLC sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 68 shares — an estimated $5.44K sold.

NorthAvenue LLC first reported a position in IGV in Q4 2025 and held it in 2 quarters. The position peaked at $7.19K in Q4 2025. 169 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • NorthAvenue LLC reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • NorthAvenue LLC sold 68 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $5.44K.
  • NorthAvenue LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and held it in 2 quarters.
  • NorthAvenue LLC's iShares Expanded Tech-Software Sector ETF position peaked at $7.19K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.