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 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	$5.12K	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 $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

SFI Advisors's IGV Position: Q1 2026 in Review

SFI Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 37% in Q1 2026, selling an estimated $1.89M and leaving 36,568 shares worth $2.93M. The position accounts for 3.07% of the portfolio, ranked #12.

SFI Advisors first reported a position in IGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.8M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

SFI Advisors held 36,568 shares of iShares Expanded Tech-Software Sector ETF worth $2.93M as of Q1 2026.
SFI Advisors sold 21,356 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.89M.
iShares Expanded Tech-Software Sector ETF made up 3.07% of SFI Advisors's portfolio in Q1 2026, its #12 holding.
SFI Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 18 quarters since.
SFI Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $6.8M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.