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

SOA 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	$328K	Buy	3,619 +132	+4%	+$11.7K	0.06%	164
2026 Q1	$279K	Sell	3,487 -8	-0.2%	-$708	0.05%	161
2025 Q4	$369K	Buy	3,495 +49	+1%	+$5.39K	0.06%	149
2025 Q3	$396K	Buy	3,446 +151	+5%	+$16.7K	0.07%	141
2025 Q2	$361K	Hold	3,295	–	–	0.07%	145
2025 Q1	$293K	Hold	3,295	–	–	0.06%	157
2024 Q4	$330K	Hold	3,295	–	–	0.06%	143
2024 Q3	$294K	Hold	3,295	–	–	0.06%	148
2024 Q2	$286K	Hold	3,295	–	–	0.06%	143
2024 Q1	$281K	Hold	3,295	–	–	0.06%	153
2023 Q4	$267K	Hold	3,295	–	–	0.06%	147
2023 Q3	$225K	Hold	3,295	–	–	0.06%	154
2023 Q2	$228K	Hold	3,295	–	–	0.05%	150
2023 Q1	$201K	Buy	3,295 +260	+9%	+$14.6K	0.05%	154
2022 Q4	$155K	Sell	3,035 -260	-8%	-$13.5K	0.04%	173
2022 Q3	$164K	Hold	3,295	–	–	0.05%	157
2022 Q2	$177K	Buy	3,295 +410	+14%	+$24.1K	0.05%	153
2022 Q1	$199K	Buy	+2,885	New	+$198K	0.05%	159

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SOA Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.8% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,619 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #164.

SOA Wealth Advisors first reported a position in IGV in Q1 2022 and has held it in 18 quarters since. The position peaked at $396K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

SOA Wealth Advisors held 3,619 shares of iShares Expanded Tech-Software Sector ETF worth $328K as of Q2 2026.
SOA Wealth Advisors bought 132 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $11.7K.
iShares Expanded Tech-Software Sector ETF made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #164 holding.
SOA Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 18 quarters since.
SOA Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $396K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.