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

Soltis Investment 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 		$323K Buy
3,565
+621
+21% +$55.2K 0.02% 469
2026
Q1 		$236K Sell
2,944
-82
-3% -$7.26K 0.01% 506
2025
Q4 		$320K Hold
3,026
– – 0.02% 393
2025
Q3 		$348K Buy
+3,026
New +$335K 0.02% 352

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

Soltis Investment Advisors's IGV Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 21% in Q2 2026, buying an estimated $55.2K and bringing the position to 3,565 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #469.

Soltis Investment Advisors first reported a position in IGV in Q3 2025 and has held it in 4 quarters since. The position peaked at $348K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Soltis Investment Advisors held 3,565 shares of iShares Expanded Tech-Software Sector ETF worth $323K as of Q2 2026.
  • Soltis Investment Advisors bought 621 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $55.2K.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #469 holding.
  • Soltis Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $348K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.