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

SFI 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 		$3.21M Sell
35,387
-1,181
-3% -$105K 2.77% 17
2026
Q1 		$2.93M Sell
36,568
-21,356
-37% -$1.89M 3.07% 12
2025
Q4 		$6.12M Sell
57,924
-1,234
-2% -$136K 3.92% 7
2025
Q3 		$6.8M Sell
59,158
-1,158
-2% -$128K 4.33% 6
2025
Q2 		$6.6M Sell
60,316
-2,644
-4% -$261K 4.57% 4
2025
Q1 		$5.6M Sell
62,960
-566
-0.9% -$55.9K 4.14% 7
2024
Q4 		$6.36M Buy
63,526
+301
+0.5% +$29.8K 4.46% 4
2024
Q3 		$5.65M Buy
63,225
+735
+1% +$63K 4.03% 5
2024
Q2 		$5.43M Buy
62,490
+64
+0.1% +$5.26K 4.18% 5
2024
Q1 		$5.32M Sell
62,426
-984
-2% -$83K 4.17% 4
2023
Q4 		$5.14M Sell
63,410
-2,065
-3% -$153K 4.39% 2
2023
Q3 		$4.47M Sell
65,475
-3,490
-5% -$245K 4.37% 3
2023
Q2 		$4.77M Sell
68,965
-5,355
-7% -$336K 4.53% 2
2023
Q1 		$4.53M Sell
74,320
-640
-0.9% -$35.9K 4.54% 3
2022
Q4 		$3.84M Sell
74,960
-270
-0.4% -$14K 4.16% 3
2022
Q3 		$3.76M Buy
75,230
+895
+1% +$50.9K 4.37% 7
2022
Q2 		$4.01M Buy
74,335
+70
+0.1% +$4.11K 4.44% 7
2022
Q1 		$5.12M Buy
74,265
+175
+0.2% +$12K 3.12% 8
2021
Q4 		$5.29M Buy
+74,090
New +$6.19M 4.67% 6

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

SFI Advisors's IGV Position: Q2 2026 in Review

SFI Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.2% in Q2 2026, selling an estimated $105K and leaving 35,387 shares worth $3.21M. The position accounts for 2.77% of the portfolio, ranked #17.

SFI Advisors first reported a position in IGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.8M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • SFI Advisors held 35,387 shares of iShares Expanded Tech-Software Sector ETF worth $3.21M as of Q2 2026.
  • SFI Advisors sold 1,181 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $105K.
  • iShares Expanded Tech-Software Sector ETF made up 2.77% of SFI Advisors's portfolio in Q2 2026, its #17 holding.
  • SFI Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • SFI Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $6.8M in Q3 2025.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.