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Pacific Sun Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pacific Sun Financial’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 		$798K Buy
9,975
+235
+2% +$20.8K 0.39% 76
2025
Q4 		$1.03M Buy
9,740
+670
+7% +$73.7K 0.5% 61
2025
Q3 		$1.04M Buy
9,070
+350
+4% +$38.7K 0.5% 61
2025
Q2 		$955K Sell
8,720
-395
-4% -$39.1K 0.5% 61
2025
Q1 		$811K Buy
9,115
+315
+4% +$31.1K 0.46% 68
2024
Q4 		$881K Sell
8,800
-50
-0.6% -$4.96K 0.48% 61
2024
Q3 		$791K Sell
8,850
-500
-5% -$42.9K 0.44% 68
2024
Q2 		$813K Sell
9,350
-5
-0.1% -$411 0.48% 62
2024
Q1 		$798K Sell
9,355
-50
-0.5% -$4.22K 0.46% 65
2023
Q4 		$763K Hold
9,405
– – 0.48% 63
2023
Q3 		$642K Hold
9,405
– – 0.44% 69
2023
Q2 		$573K Buy
+9,405
New +$591K 0.38% 80
2022
Q4 		$490K Sell
9,580
-450
-4% -$23.3K 0.35% 91
2022
Q3 		$502K Sell
10,030
-85
-0.8% -$4.83K 0.35% 89
2022
Q2 		$545K Buy
10,115
+170
+2% +$9.99K 0.36% 87
2022
Q1 		$686K Buy
9,945
+500
+5% +$34.3K 0.38% 83
2021
Q4 		$751K Buy
9,445
+575
+6% +$48K 0.4% 80
2021
Q3 		$708K Buy
+8,870
New +$724K 0.41% 75
2020
Q3 		$353K Buy
5,680
+2,085
+58% +$125K 0.29% 103
2020
Q2 		$204K Buy
+3,595
New +$180K 0.18% 137

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

Pacific Sun Financial's IGV Position: Q1 2026 in Review

Pacific Sun Financial increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.4% in Q1 2026, buying an estimated $20.8K and bringing the position to 9,975 shares worth $798K. The position accounts for 0.39% of the portfolio, ranked #76.

Pacific Sun Financial first reported a position in IGV in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.04M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Pacific Sun Financial held 9,975 shares of iShares Expanded Tech-Software Sector ETF worth $798K as of Q1 2026.
  • Pacific Sun Financial bought 235 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $20.8K.
  • iShares Expanded Tech-Software Sector ETF made up 0.39% of Pacific Sun Financial's portfolio in Q1 2026, its #76 holding.
  • Pacific Sun Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 20 quarters since.
  • Pacific Sun Financial's iShares Expanded Tech-Software Sector ETF position peaked at $1.04M in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.