Sound View Wealth Advisors Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sound View Wealth Advisors Group’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	$974K	Buy	10,751 +7,146	+198%	+$635K	0.06%	198
2026 Q1	$289K	Buy	+3,605	New	+$319K	0.02%	348
2025 Q1	–	Sell	-2,185	Closed	-$219K	–	422
2024 Q4	$219K	Buy	+2,185	New	+$217K	0.02%	385
2024 Q2	–	Sell	-2,485	Closed	-$212K	–	365
2024 Q1	$212K	Sell	2,485 -1,450	-37%	-$122K	0.02%	352
2023 Q4	$319K	Buy	+3,935	New	+$291K	0.04%	291
2023 Q1	–	Sell	-3,935	Closed	-$319K	–	387
2022 Q4	$319K	Buy	+3,935	New	+$204K	0.04%	291

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

Sound View Wealth Advisors Group's IGV Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 198% in Q2 2026, buying an estimated $635K and bringing the position to 10,751 shares worth $974K. The position accounts for 0.06% of the portfolio, ranked #198.

Sound View Wealth Advisors Group first reported a position in IGV in Q4 2022 and has held it in 6 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sound View Wealth Advisors Group held 10,751 shares of iShares Expanded Tech-Software Sector ETF worth $974K as of Q2 2026.
Sound View Wealth Advisors Group bought 7,146 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $635K.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #198 holding.
Sound View Wealth Advisors Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 6 quarters since.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.