SPC
IGV icon

Sigma Planning Corp’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sigma Planning Corp’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 		$5.4M Buy
59,617
+4,873
+9% +$433K 0.14% 161
2026
Q1 		$4.38M Buy
54,744
+2,389
+5% +$211K 0.12% 182
2025
Q4 		$5.53M Buy
52,355
+2,442
+5% +$268K 0.15% 131
2025
Q3 		$5.74M Buy
49,913
+4,385
+10% +$485K 0.16% 120
2025
Q2 		$4.99M Buy
45,528
+1,530
+3% +$151K 0.15% 136
2025
Q1 		$3.92M Sell
43,998
-3,373
-7% -$333K 0.12% 174
2024
Q4 		$4.74M Buy
47,371
+2,396
+5% +$237K 0.15% 140
2024
Q3 		$4.02M Sell
44,975
-258
-0.6% -$22.1K 0.12% 165
2024
Q2 		$3.93M Buy
45,233
+4,148
+10% +$341K 0.12% 160
2024
Q1 		$3.5M Buy
41,085
+23,650
+136% +$2M 0.11% 196
2023
Q4 		$1.41M Sell
17,435
-20,830
-54% -$1.54M 0.11% 201
2023
Q3 		$2.61M Buy
38,265
+1,360
+4% +$95.4K 0.1% 221
2023
Q2 		$2.55M Buy
36,905
+1,455
+4% +$91.4K 0.09% 237
2023
Q1 		$2.16M Sell
35,450
-855
-2% -$47.9K 0.07% 281
2022
Q4 		$1.86M Sell
36,305
-1,340
-4% -$69.5K 0.07% 295
2022
Q3 		$1.88M Sell
37,645
-1,520
-4% -$86.4K 0.07% 271
2022
Q2 		$2.11M Sell
39,165
-5,410
-12% -$318K 0.07% 263
2022
Q1 		$3.08M Sell
44,575
-1,870
-4% -$128K 0.09% 223
2021
Q4 		$3.69M Buy
46,445
+5,080
+12% +$424K 0.1% 205
2021
Q3 		$3.3M Buy
41,365
+4,345
+12% +$355K 0.1% 221
2021
Q2 		$2.89M Sell
37,020
-20,395
-36% -$1.48M 0.09% 249
2021
Q1 		$3.92M Sell
57,415
-8,985
-14% -$637K 0.13% 190
2020
Q4 		$4.7M Sell
66,400
-49,055
-42% -$3.25M 0.16% 142
2020
Q3 		$7.18M Sell
115,455
-1,880
-2% -$113K 0.28% 70
2020
Q2 		$6.67M Buy
117,335
+9,465
+9% +$475K 0.29% 65
2020
Q1 		$4.54M Sell
107,870
-12,425
-10% -$588K 0.27% 70
2019
Q4 		$5.61M Buy
120,295
+31,740
+36% +$1.41M 0.24% 84
2019
Q3 		$3.75M Sell
88,555
-1,140
-1% -$49.9K 0.18% 134
2019
Q2 		$3.92M Buy
89,695
+63,685
+245% +$2.73M 0.2% 126
2019
Q1 		$1.1M Buy
26,010
+5,020
+24% +$198K 0.06% 294
2018
Q4 		$729K Sell
20,990
-9,720
-32% -$352K 0.05% 323
2018
Q3 		$1.26M Buy
30,710
+4,210
+16% +$165K 0.07% 255
2018
Q2 		$968K Buy
26,500
+1,870
+8% +$67.4K 0.06% 294
2018
Q1 		$836K Buy
24,630
+14,105
+134% +$477K 0.06% 303
2017
Q4 		$325K Buy
10,525
+2,725
+35% +$83.9K 0.03% 571
2017
Q3 		$228K Buy
+7,800
New +$223K 0.02% 716

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

Sigma Planning Corp's IGV Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.9% in Q2 2026, buying an estimated $433K and bringing the position to 59,617 shares worth $5.4M. The position accounts for 0.14% of the portfolio, ranked #161.

Sigma Planning Corp first reported a position in IGV in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.18M in Q3 2020. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Sigma Planning Corp held 59,617 shares of iShares Expanded Tech-Software Sector ETF worth $5.4M as of Q2 2026.
  • Sigma Planning Corp bought 4,873 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $433K.
  • iShares Expanded Tech-Software Sector ETF made up 0.14% of Sigma Planning Corp's portfolio in Q2 2026, its #161 holding.
  • Sigma Planning Corp first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2017 and has held it in 36 quarters since.
  • Sigma Planning Corp's iShares Expanded Tech-Software Sector ETF position peaked at $7.18M in Q3 2020.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.