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

Oak Family 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 		$1.14M Buy
+12,576
New +$1.12M 0.29% 59
2025
Q3 		– Sell
-1,580
Closed -$173K – 113
2025
Q2 		$173K Buy
+1,580
New +$156K 0.05% 96

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

Oak Family Advisors's IGV Position: Q2 2026 in Review

Oak Family Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 12,576 shares worth $1.14M. The stake represents 0.29% of the portfolio and ranks #59 among its holdings. This is a return to the name: Oak Family Advisors previously reported a position in IGV as recently as Q2 2025.

Oak Family Advisors first reported a position in IGV in Q2 2025 and has held it in 2 quarters since. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Oak Family Advisors held 12,576 shares of iShares Expanded Tech-Software Sector ETF worth $1.14M as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Oak Family Advisors position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.29% of Oak Family Advisors's portfolio in Q2 2026, its #59 holding.
  • Oak Family Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 2 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.