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Novak & Powell Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Novak & Powell Financial 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
Q1 		$458K Sell
5,725
-400
-7% -$35.4K 0.25% 88
2025
Q4 		$647K Sell
6,125
-100
-2% -$11K 0.34% 65
2025
Q3 		$716K Sell
6,225
-100
-2% -$11.1K 0.38% 57
2025
Q2 		$693K Hold
6,325
– – 0.48% 45
2025
Q1 		$563K Sell
6,325
-100
-2% -$9.88K 0.35% 69
2024
Q4 		$643K Sell
6,425
-90
-1% -$8.92K 0.38% 61
2024
Q3 		$582K Sell
6,515
-110
-2% -$9.43K 0.34% 68
2024
Q2 		$576K Sell
6,625
-15
-0.2% -$1.23K 0.36% 65
2024
Q1 		$566K Hold
6,640
– – 0.42% 61
2023
Q4 		$539K Buy
+6,640
New +$491K 0.36% 69

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

Novak & Powell Financial Services's IGV Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 6.5% in Q1 2026, selling an estimated $35.4K and leaving 5,725 shares worth $458K. The position accounts for 0.25% of the portfolio, ranked #88.

Novak & Powell Financial Services first reported a position in IGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $716K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Novak & Powell Financial Services held 5,725 shares of iShares Expanded Tech-Software Sector ETF worth $458K as of Q1 2026.
  • Novak & Powell Financial Services sold 400 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $35.4K.
  • iShares Expanded Tech-Software Sector ETF made up 0.25% of Novak & Powell Financial Services's portfolio in Q1 2026, its #88 holding.
  • Novak & Powell Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 10 quarters since.
  • Novak & Powell Financial Services's iShares Expanded Tech-Software Sector ETF position peaked at $716K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.