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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
2025
Q1 		– Hold
0
– -$20K – 1416
2024
Q4 		– Hold
0
– – – 1338

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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. 371 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.
  • 371 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.