SAG
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SageView Advisory Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

SageView Advisory 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
Q1 		– Sell
-50
Closed -$5.29K – 1443
2025
Q4 		$5.29K Buy
+50
New +$5.5K ﹤0.01% 1953

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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

SageView Advisory Group's IGV Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 50 shares — an estimated $5.29K sold.

SageView Advisory Group first reported a position in IGV in Q4 2025 and held it in 1 quarter. The position peaked at $5.29K in Q4 2025. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 50 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $5.29K.
  • SageView Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Expanded Tech-Software Sector ETF position peaked at $5.29K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.