Portfolio Resources Advisor Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Portfolio Resources Advisor Group’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	$5.89K	Sell	65 -1,334	-95%	-$119K	0.01%	133
2026 Q1	$112K	Buy	+1,399	New	+$124K	0.11%	78

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

Portfolio Resources Advisor Group's IGV Position: Q2 2026 in Review

Portfolio Resources Advisor Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 95% in Q2 2026, selling an estimated $119K and leaving 65 shares worth $5.89K. The position accounts for 0.01% of the portfolio, ranked #133.

Portfolio Resources Advisor Group first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. The position peaked at $112K in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Portfolio Resources Advisor Group held 65 shares of iShares Expanded Tech-Software Sector ETF worth $5.89K as of Q2 2026.
Portfolio Resources Advisor Group sold 1,334 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $119K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #133 holding.
Portfolio Resources Advisor Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
Portfolio Resources Advisor Group's iShares Expanded Tech-Software Sector ETF position peaked at $112K in Q1 2026.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.