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

Plante Moran 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 Q2	$82K	Hold	905	–	–	﹤0.01%	275
2026 Q1	$72.4K	Hold	905	–	–	﹤0.01%	270
2025 Q4	$95.6K	Hold	905	–	–	0.01%	236
2025 Q3	$104K	Hold	905	–	–	0.01%	237
2025 Q2	$99.1K	Hold	905	–	–	0.01%	237
2025 Q1	$80.5K	Hold	905	–	–	0.01%	273
2024 Q4	$90.6K	Hold	905	–	–	0.01%	273
2024 Q3	$80.9K	Hold	905	–	–	0.01%	311
2024 Q2	$78.6K	Hold	905	–	–	0.01%	274
2024 Q1	$77.2K	Hold	905	–	–	0.01%	281
2023 Q4	$73.4K	Hold	905	–	–	0.01%	277
2023 Q3	$61.8K	Hold	905	–	–	0.01%	270
2023 Q2	$62.6K	Hold	905	–	–	0.01%	270
2023 Q1	$55.2K	Buy	+905	New	+$50.7K	0.01%	280
2019 Q1	–	Sell	-130	Closed	-$5K	–	857
2018 Q4	$5K	Buy	+130	New	+$4.71K	﹤0.01%	600

Other funds holding IGV

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Plante Moran Financial Advisors's IGV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 905 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Plante Moran Financial Advisors first reported a position in IGV in Q4 2018 and has held it in 15 quarters since. The position peaked at $104K in Q3 2025. 527 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Plante Moran Financial Advisors held 905 shares of iShares Expanded Tech-Software Sector ETF worth $82K as of Q2 2026.
Plante Moran Financial Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #275 holding.
Plante Moran Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 15 quarters since.
Plante Moran Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $104K in Q3 2025.
527 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.