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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 $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return