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

Sequoia 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	$283K	Sell	3,128 -150	-5%	-$13.3K	﹤0.01%	1712
2026 Q1	$262K	Buy	3,278 +400	+14%	+$35.4K	﹤0.01%	1646
2025 Q4	$304K	Hold	2,878	–	–	﹤0.01%	1552
2025 Q3	$331K	Hold	2,878	–	–	﹤0.01%	1345
2025 Q2	$315K	Sell	2,878 -277	-9%	-$27.4K	﹤0.01%	1244
2025 Q1	$281K	Sell	3,155 -38	-1%	-$3.75K	﹤0.01%	1092
2024 Q4	$320K	Hold	3,193	–	–	﹤0.01%	999
2024 Q3	$285K	Buy	3,193 +855	+37%	+$73.3K	﹤0.01%	987
2024 Q2	$203K	Buy	+2,338	New	+$192K	﹤0.01%	1103
2024 Q1	–	Sell	-2,475	Closed	-$201K	–	1235
2023 Q4	$201K	Buy	+2,475	New	+$183K	﹤0.01%	1110
2023 Q2	–	Sell	-3,855	Closed	-$235K	–	979
2023 Q1	$235K	Sell	3,855 -460	-11%	-$25.8K	0.01%	714
2022 Q4	$221K	Buy	+4,315	New	+$224K	0.01%	702
2022 Q1	–	Sell	-5,185	Closed	-$412K	–	688
2021 Q4	$412K	Buy	+5,185	New	+$433K	0.01%	367
2021 Q3	–	Sell	-4,720	Closed	-$368K	–	345
2021 Q2	$368K	Buy	+4,720	New	+$342K	0.01%	333
2020 Q2	–	Sell	-5,850	Closed	-$246K	–	383
2020 Q1	$246K	Hold	5,850	–	–	0.02%	299
2019 Q4	$273K	Buy	5,850 +225	+4%	+$9.98K	0.02%	312
2019 Q3	$238K	Hold	5,625	–	–	0.02%	315
2019 Q2	$246K	Hold	5,625	–	–	0.02%	311
2019 Q1	$237K	Buy	+5,625	New	+$222K	0.02%	317
2018 Q4	–	Sell	-8,275	Closed	-$339K	–	315
2018 Q3	$339K	Hold	8,275	–	–	0.03%	211
2018 Q2	$302K	Buy	+8,275	New	+$298K	0.03%	227

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

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

Sequoia Financial Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.6% in Q2 2026, selling an estimated $13.3K and leaving 3,128 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Sequoia Financial Advisors first reported a position in IGV in Q2 2018 and has held it in 21 quarters since. The position peaked at $412K in Q4 2021. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sequoia Financial Advisors held 3,128 shares of iShares Expanded Tech-Software Sector ETF worth $283K as of Q2 2026.
Sequoia Financial Advisors sold 150 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $13.3K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1712 holding.
Sequoia Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 21 quarters since.
Sequoia Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $412K in Q4 2021.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.