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Pension & Wealth Management Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pension & Wealth Management 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 		– Sell
-10,812
Closed -$866K – 563
2026
Q1 		$866K Buy
+10,812
New +$957K 0.26% 56

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Pension & Wealth Management Advisors's IGV Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 10,812 shares — an estimated $866K sold.

Pension & Wealth Management Advisors first reported a position in IGV in Q1 2026 and held it in 1 quarter. The position peaked at $866K in Q1 2026. 837 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Pension & Wealth Management Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 10,812 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $866K.
  • Pension & Wealth Management Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $866K in Q1 2026.
  • 837 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.