Peak Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Peak Financial 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	–	Sell	-32,457	Closed	-$3.43M	–	82
2025 Q4	$3.43M	Buy	32,457 +483	+2%	+$53.1K	1.54%	11
2025 Q3	$3.68M	Buy	31,974 +252	+0.8%	+$27.9K	1.76%	11
2025 Q2	$3.47M	Buy	31,722 +1,064	+3%	+$105K	1.78%	12
2025 Q1	$2.73M	Buy	+30,658	New	+$3.03M	1.39%	30
2023 Q1	–	Sell	-27,210	Closed	-$1.39M	–	67
2022 Q4	$1.39M	Buy	27,210 +1,145	+4%	+$59.3K	1.27%	28
2022 Q3	$1.3M	Buy	26,065 +2,245	+9%	+$128K	1.6%	28
2022 Q2	$1.28M	Buy	+23,820	New	+$1.4M	1.27%	29

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Peak Financial Advisors's IGV Position: Q1 2026 in Review

Peak Financial Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 32,457 shares — an estimated $3.43M sold.

Peak Financial Advisors first reported a position in IGV in Q2 2022 and held it in 7 quarters. The position peaked at $3.68M in Q3 2025. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Peak Financial Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Peak Financial Advisors sold 32,457 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $3.43M.
Peak Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and held it in 7 quarters.
Peak Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.68M in Q3 2025.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.