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

Plotkin 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
Q1 		$414K Hold
5,170
– – 0.21% 65
2025
Q4 		$546K Sell
5,170
-525
-9% -$57.7K 0.27% 57
2025
Q3 		$655K Hold
5,695
– – 0.32% 47
2025
Q2 		$624K Hold
5,695
– – 0.34% 45
2025
Q1 		$507K Hold
5,695
– – 0.31% 51
2024
Q4 		$570K Sell
5,695
-730
-11% -$72.3K 0.34% 42
2024
Q3 		$574K Hold
6,425
– – 0.34% 42
2024
Q2 		$558K Hold
6,425
– – 0.36% 41
2024
Q1 		$548K Sell
6,425
-125
-2% -$10.5K 0.36% 44
2023
Q4 		$531K Hold
6,550
– – 0.4% 40
2023
Q3 		$447K Hold
6,550
– – 0.39% 47
2023
Q2 		$453K Sell
6,550
-25
-0.4% -$1.57K 0.38% 44
2023
Q1 		$401K Sell
6,575
-30
-0.5% -$1.68K 0.37% 46
2022
Q4 		$338K Sell
6,605
-19,910
-75% -$1.03M 0.34% 48
2022
Q3 		$1.33M Sell
26,515
-175
-0.7% -$9.95K 1.34% 20
2022
Q2 		$1.44M Sell
26,690
-2,995
-10% -$176K 1.37% 20
2022
Q1 		$2.05M Sell
29,685
-6,160
-17% -$423K 1.43% 18
2021
Q4 		$2.85M Sell
35,845
-540
-1% -$45.1K 1.8% 19
2021
Q3 		$2.9M Sell
36,385
-350
-1% -$28.6K 1.73% 18
2021
Q2 		$2.87M Sell
36,735
-64,250
-64% -$4.66M 1.59% 22
2021
Q1 		$6.9M Sell
100,985
-28,335
-22% -$2.01M 4.22% 5
2020
Q4 		$9.16M Buy
129,320
+59,810
+86% +$3.96M 6.05% 3
2020
Q3 		$4.33M Sell
69,510
-31,475
-31% -$1.89M 4.76% 4
2020
Q2 		$5.74M Buy
100,985
+62,560
+163% +$3.14M 4.87% 8
2020
Q1 		$1.62M Buy
38,425
+8,430
+28% +$399K 1.96% 16
2019
Q4 		$1.4M Buy
+29,995
New +$1.33M 1.3% 22

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Plotkin Financial Advisors's IGV Position: Q1 2026 in Review

Plotkin Financial Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 5,170 shares worth $414K. The position accounts for 0.21% of the portfolio, ranked #65.

Plotkin Financial Advisors first reported a position in IGV in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.16M in Q4 2020. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Plotkin Financial Advisors held 5,170 shares of iShares Expanded Tech-Software Sector ETF worth $414K as of Q1 2026.
  • Plotkin Financial Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.21% of Plotkin Financial Advisors's portfolio in Q1 2026, its #65 holding.
  • Plotkin Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $9.16M in Q4 2020.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.