Northstar Advisory Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Northstar Advisory Group’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	-5,703	Closed	-$457K	–	125
2026 Q1	$457K	Buy	5,703 +2,191	+62%	+$194K	0.17%	85
2025 Q4	$371K	Sell	3,512 -9,184	-72%	-$1.01M	0.13%	90
2025 Q3	$1.46M	Sell	12,696 -6,654	-34%	-$737K	0.6%	50
2025 Q2	$2.12M	Buy	+19,350	New	+$1.91M	1.03%	30
2025 Q1	–	Sell	-48,436	Closed	-$4.85M	–	103
2024 Q4	$4.85M	Buy	+48,436	New	+$4.8M	2.47%	9
2024 Q1	–	Sell	-30,760	Closed	-$2.5M	–	99
2023 Q4	$2.5M	Buy	+30,760	New	+$2.28M	1.48%	21
2023 Q3	–	Sell	-83,560	Closed	-$5.78M	–	99
2023 Q2	$5.78M	Buy	83,560 +2,320	+3%	+$146K	3.78%	8
2023 Q1	$4.95M	Buy	+81,240	New	+$4.55M	3.7%	7

Other funds holding IGV

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Northstar Advisory Group's IGV Position: Q2 2026 in Review

Northstar Advisory Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 5,703 shares — an estimated $457K sold.

Northstar Advisory Group first reported a position in IGV in Q1 2023 and held it in 8 quarters. The position peaked at $5.78M in Q2 2023. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Northstar Advisory Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Northstar Advisory Group sold 5,703 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $457K.
Northstar Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 8 quarters.
Northstar Advisory Group's iShares Expanded Tech-Software Sector ETF position peaked at $5.78M in Q2 2023.
371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.