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

Quattro 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 		$811K Sell
8,953
-28,514
-76% -$2.54M 0.17% 73
2026
Q1 		$3.01M Buy
+37,467
New +$3.32M 0.91% 34
2025
Q2 		– Sell
-33,866
Closed -$3.02M – 86
2025
Q1 		$3.02M Hold
33,866
– – 1.03% 26
2024
Q4 		$3.51M Sell
33,866
-135
-0.4% -$13.4K 0.91% 24
2024
Q3 		$3.17M Hold
34,001
– – 0.89% 31
2024
Q2 		$2.95M Buy
+34,001
New +$2.79M 0.77% 31

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Quattro Financial Advisors's IGV Position: Q2 2026 in Review

Quattro Financial Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 76% in Q2 2026, selling an estimated $2.54M and leaving 8,953 shares worth $811K. The position accounts for 0.17% of the portfolio, ranked #73.

Quattro Financial Advisors first reported a position in IGV in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.51M in Q4 2024. 245 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Quattro Financial Advisors held 8,953 shares of iShares Expanded Tech-Software Sector ETF worth $811K as of Q2 2026.
  • Quattro Financial Advisors sold 28,514 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $2.54M.
  • iShares Expanded Tech-Software Sector ETF made up 0.17% of Quattro Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Quattro Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and has held it in 6 quarters since.
  • Quattro Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.51M in Q4 2024.
  • 245 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.