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

SFMG Wealth 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 		$4.36M Sell
48,072
-2,226
-4% -$198K 0.26% 48
2026
Q1 		$4.03M Buy
50,298
+975
+2% +$86.3K 0.27% 52
2025
Q4 		$5.21M Sell
49,323
-3,795
-7% -$417K 0.35% 42
2025
Q3 		$6.11M Buy
53,118
+774
+1% +$85.7K 0.42% 37
2025
Q2 		$5.73M Sell
52,344
-1,797
-3% -$178K 0.43% 37
2025
Q1 		$4.82M Sell
54,141
-3,900
-7% -$385K 0.38% 40
2024
Q4 		$5.81M Sell
58,041
-4,310
-7% -$427K 0.46% 34
2024
Q3 		$5.57M Sell
62,351
-9,050
-13% -$776K 0.45% 32
2024
Q2 		$6.2M Sell
71,401
-255,446
-78% -$21M 0.54% 22
2024
Q1 		$27.9M Sell
326,847
-1,838
-0.6% -$155K 2.4% 11
2023
Q4 		$26.7M Buy
328,685
+2,730
+0.8% +$202K 2.47% 10
2023
Q3 		$22.2M Buy
325,955
+4,200
+1% +$295K 2.29% 10
2023
Q2 		$22.3M Sell
321,755
-204,525
-39% -$12.8M 2.29% 11
2023
Q1 		$32.1M Buy
526,280
+28,595
+6% +$1.6M 3.45% 10
2022
Q4 		$25.5M Sell
497,685
-7,435
-1% -$385K 2.83% 11
2022
Q3 		$24.8M Buy
505,120
+22,540
+5% +$1.28M 2.89% 12
2022
Q2 		$26M Sell
482,580
-6,295
-1% -$370K 3.02% 9
2022
Q1 		$33.7M Buy
488,875
+18,715
+4% +$1.29M 3.33% 9
2021
Q4 		$37.4M Buy
470,160
+11,915
+3% +$995K 3.63% 7
2021
Q3 		$36.6M Buy
458,245
+12,160
+3% +$992K 4.06% 7
2021
Q2 		$34.8M Sell
446,085
-41,130
-8% -$2.98M 3.87% 7
2021
Q1 		$33.3M Sell
487,215
-19,675
-4% -$1.39M 3.86% 6
2020
Q4 		$35.9M Buy
506,890
+4,435
+0.9% +$294K 4.55% 6
2020
Q3 		$31.3M Buy
502,455
+17,330
+4% +$1.04M 4.31% 6
2020
Q2 		$27.6M Buy
+485,125
New +$24.3M 3.93% 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

SFMG Wealth Advisors's IGV Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.4% in Q2 2026, selling an estimated $198K and leaving 48,072 shares worth $4.36M. The position accounts for 0.26% of the portfolio, ranked #48.

SFMG Wealth Advisors first reported a position in IGV in Q2 2020 and has held it in 25 quarters since. The position peaked at $37.4M in Q4 2021. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • SFMG Wealth Advisors held 48,072 shares of iShares Expanded Tech-Software Sector ETF worth $4.36M as of Q2 2026.
  • SFMG Wealth Advisors sold 2,226 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $198K.
  • iShares Expanded Tech-Software Sector ETF made up 0.26% of SFMG Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • SFMG Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 25 quarters since.
  • SFMG Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $37.4M in Q4 2021.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.