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Outlook Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Outlook Wealth 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
Q1 		$223K Hold
2,782
– – 0.05% 296
2025
Q4 		$294K Sell
2,782
-150
-5% -$16.5K 0.07% 245
2025
Q3 		$337K Hold
2,932
– – 0.08% 214
2025
Q2 		$321K Hold
2,932
– – 0.08% 219
2025
Q1 		$261K Buy
2,932
+60
+2% +$5.93K 0.07% 239
2024
Q4 		$288K Sell
2,872
-113
-4% -$11.2K 0.08% 218
2024
Q3 		$267K Hold
2,985
– – 0.08% 228
2024
Q2 		$1.52M Hold
2,985
– – 0.47% 41
2024
Q1 		$255K Hold
2,985
– – 0.08% 231
2023
Q4 		$242K Sell
2,985
-230
-7% -$17K 0.08% 196
2023
Q3 		$219K Sell
3,215
-110
-3% -$7.72K 0.08% 187
2023
Q2 		$230K Buy
+3,325
New +$209K 0.09% 182
2023
Q1 		– Sell
-4,265
Closed -$218K – 186
2022
Q4 		$218K Sell
4,265
-225
-5% -$11.7K 0.1% 163
2022
Q3 		$225K Buy
4,490
+55
+1% +$3.13K 0.1% 167
2022
Q2 		$240K Sell
4,435
-450
-9% -$26.4K 0.1% 167
2022
Q1 		$337K Sell
4,885
-1,450
-23% -$99.6K 0.11% 154
2021
Q4 		$504K Sell
6,335
-220
-3% -$18.4K 0.15% 137
2021
Q3 		$523K Sell
6,555
-165
-2% -$13.5K 0.17% 141
2021
Q2 		$524K Sell
6,720
-81,285
-92% -$5.89M 0.17% 149
2021
Q1 		$6.01M Sell
88,005
-24,785
-22% -$1.76M 2.09% 8
2020
Q4 		$7.99M Sell
112,790
-13,930
-11% -$923K 2.91% 5
2020
Q3 		$7.88M Buy
126,720
+6,440
+5% +$387K 3.13% 7
2020
Q2 		$6.84M Buy
+120,280
New +$6.03M 2.9% 8
2019
Q1 		– Sell
-2,445
Closed -$848K – 160
2018
Q4 		$848K Buy
+2,445
New +$88.7K 0.39% 68

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

Outlook Wealth Advisors's IGV Position: Q1 2026 in Review

Outlook Wealth Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 2,782 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #296.

Outlook Wealth Advisors first reported a position in IGV in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.99M in Q4 2020. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Outlook Wealth Advisors held 2,782 shares of iShares Expanded Tech-Software Sector ETF worth $223K as of Q1 2026.
  • Outlook Wealth Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.05% of Outlook Wealth Advisors's portfolio in Q1 2026, its #296 holding.
  • Outlook Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 24 quarters since.
  • Outlook Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $7.99M in Q4 2020.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.