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 Q2	$218K	Sell	2,411 -100	-4%	-$8.89K	0.15%	142
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 $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

South Shore Capital Advisors's IGV Position: Q2 2026 in Review

South Shore Capital Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4% in Q2 2026, selling an estimated $8.89K and leaving 2,411 shares worth $218K. The position accounts for 0.15% of the portfolio, ranked #142.

South Shore Capital Advisors first reported a position in IGV in Q2 2021 and has held it in 5 quarters since. The position peaked at $337K in Q4 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

South Shore Capital Advisors held 2,411 shares of iShares Expanded Tech-Software Sector ETF worth $218K as of Q2 2026.
South Shore Capital Advisors sold 100 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $8.89K.
iShares Expanded Tech-Software Sector ETF made up 0.15% of South Shore Capital Advisors's portfolio in Q2 2026, its #142 holding.
South Shore Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and has held it in 5 quarters since.
South Shore Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $337K in Q4 2025.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.