Sage Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sage Advisory Services’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	$3.83M	Buy	+42,238	New	+$3.76M	1.88%	16
2025 Q4	–	Sell	-57,670	Closed	-$6.63M	–	47
2025 Q3	$6.63M	Buy	57,670 +839	+1%	+$92.9K	3.48%	11
2025 Q2	$6.22M	Buy	+56,831	New	+$5.62M	3.39%	10

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

Sage Advisory Services's IGV Position: Q2 2026 in Review

Sage Advisory Services opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 42,238 shares worth $3.83M. The stake represents 1.88% of the portfolio and ranks #16 among its holdings. This is a return to the name: Sage Advisory Services previously reported a position in IGV as recently as Q3 2025.

Sage Advisory Services first reported a position in IGV in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.63M in Q3 2025. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sage Advisory Services held 42,238 shares of iShares Expanded Tech-Software Sector ETF worth $3.83M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Sage Advisory Services position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 1.88% of Sage Advisory Services's portfolio in Q2 2026, its #16 holding.
Sage Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 3 quarters since.
Sage Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $6.63M in Q3 2025.
884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.