Pinnacle Family Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pinnacle Family 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	$261K	Buy	+2,880	New	+$256K	0.11%	130
2025 Q4	–	Sell	-4,852	Closed	-$558K	–	145
2025 Q3	$558K	Buy	4,852 +27	+0.6%	+$2.99K	0.24%	66
2025 Q2	$528K	Buy	4,825 +276	+6%	+$27.3K	0.26%	68
2025 Q1	$405K	Buy	+4,549	New	+$449K	0.22%	83
2024 Q1	–	Sell	-5,075	Closed	-$412K	–	104
2023 Q4	$412K	Buy	5,075 +1,225	+32%	+$90.6K	0.24%	64
2023 Q3	$263K	Sell	3,850 -4,950	-56%	-$347K	0.15%	73
2023 Q2	$609K	Buy	+8,800	New	+$553K	0.33%	52

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Pinnacle Family Advisors's IGV Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,880 shares worth $261K. The stake represents 0.11% of the portfolio and ranks #130 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in IGV as recently as Q3 2025.

Pinnacle Family Advisors first reported a position in IGV in Q2 2023 and has held it in 7 quarters since. The position peaked at $609K in Q2 2023. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Pinnacle Family Advisors held 2,880 shares of iShares Expanded Tech-Software Sector ETF worth $261K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Pinnacle Family Advisors position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.11% of Pinnacle Family Advisors's portfolio in Q2 2026, its #130 holding.
Pinnacle Family Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 7 quarters since.
Pinnacle Family Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $609K in Q2 2023.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.