South Shore Capital Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

South Shore Capital 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 Q1	$201K	Sell	2,511 -676	-21%	-$59.8K	0.15%	137
2025 Q4	$337K	Buy	+3,187	New	+$350K	0.25%	87
2021 Q4	–	Sell	-2,690	Closed	-$215K	–	103
2021 Q3	$215K	Hold	2,690	–	–	0.39%	88
2021 Q2	$210K	Buy	+2,690	New	+$195K	0.37%	93

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

South Shore Capital Advisors's IGV Position: Q1 2026 in Review

South Shore Capital Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 21% in Q1 2026, selling an estimated $59.8K and leaving 2,511 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #137.

South Shore Capital Advisors first reported a position in IGV in Q2 2021 and has held it in 4 quarters since. The position peaked at $337K in Q4 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

South Shore Capital Advisors held 2,511 shares of iShares Expanded Tech-Software Sector ETF worth $201K as of Q1 2026.
South Shore Capital Advisors sold 676 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $59.8K.
iShares Expanded Tech-Software Sector ETF made up 0.15% of South Shore Capital Advisors's portfolio in Q1 2026, its #137 holding.
South Shore Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and has held it in 4 quarters since.
South Shore Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $337K in Q4 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.