Regal Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Regal Investment 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	–	Sell	-12,214	Closed	-$1.29M	–	665
2025 Q4	$1.29M	Buy	+12,214	New	+$1.34M	0.08%	243
2022 Q1	–	Sell	-3,805	Closed	-$303K	–	549
2021 Q4	$303K	Sell	3,805 -735	-16%	-$61.4K	0.03%	425
2021 Q3	$363K	Buy	4,540 +600	+15%	+$49K	0.04%	379
2021 Q2	$307K	Buy	+3,940	New	+$286K	0.03%	416
2021 Q1	–	Sell	-4,875	Closed	-$345K	–	219
2020 Q4	$345K	Buy	+4,875	New	+$323K	0.04%	336
2020 Q3	–	Sell	-3,855	Closed	-$219K	–	120
2020 Q2	$219K	Buy	+3,855	New	+$193K	0.04%	294

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Regal Investment Advisors's IGV Position: Q1 2026 in Review

Regal Investment Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 12,214 shares — an estimated $1.29M sold.

Regal Investment Advisors first reported a position in IGV in Q2 2020 and held it in 6 quarters. The position peaked at $1.29M in Q4 2025. 763 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Regal Investment Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Regal Investment Advisors sold 12,214 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.29M.
Regal Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 6 quarters.
Regal Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.29M in Q4 2025.
763 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.