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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
2025
Q3 		– Sell
-8,000
Closed -$876K – 114
2025
Q2 		$876K Buy
+8,000
New +$791K 0.28% 59

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

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. 138 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.
  • 138 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.