PVI
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Pine Valley Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pine Valley Investments’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 		$363K Buy
4,002
+37
+0.9% +$3.29K 0.01% 459
2026
Q1 		$317K Buy
+3,965
New +$351K 0.01% 455

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Pine Valley Investments's IGV Position: Q2 2026 in Review

Pine Valley Investments increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.93% in Q2 2026, buying an estimated $3.29K and bringing the position to 4,002 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #459.

Pine Valley Investments first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Pine Valley Investments held 4,002 shares of iShares Expanded Tech-Software Sector ETF worth $363K as of Q2 2026.
  • Pine Valley Investments bought 37 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $3.29K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #459 holding.
  • Pine Valley Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.