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

Physician 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 Q2	$43.4K	Buy	479 +6	+1%	+$533	0.01%	465
2026 Q1	$37.9K	Hold	473	–	–	0.01%	461
2025 Q4	$50K	Sell	473 -18	-4%	-$1.98K	0.01%	392
2025 Q3	$56.5K	Hold	491	–	–	0.01%	354
2025 Q2	$53.8K	Hold	491	–	–	0.01%	333
2025 Q1	$43.7K	Hold	491	–	–	0.01%	358
2024 Q4	$49.2K	Buy	+491	New	+$48.7K	0.01%	345

Other funds holding IGV

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

Physician Wealth Advisors's IGV Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.3% in Q2 2026, buying an estimated $533 and bringing the position to 479 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #465.

Physician Wealth Advisors first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.5K in Q3 2025. 162 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Physician Wealth Advisors held 479 shares of iShares Expanded Tech-Software Sector ETF worth $43.4K as of Q2 2026.
Physician Wealth Advisors bought 6 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $533.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #465 holding.
Physician Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $56.5K in Q3 2025.
162 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.