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Sowell Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sowell Financial Services’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 		$1.7M Sell
18,754
-8,900
-32% -$791K 0.06% 347
2026
Q1 		$2.21M Sell
27,654
-2,317
-8% -$205K 0.08% 264
2025
Q4 		$3.17M Sell
29,971
-145
-0.5% -$15.9K 0.12% 179
2025
Q3 		$3.46M Sell
30,116
-2,114
-7% -$234K 0.13% 163
2025
Q2 		$3.53M Buy
32,230
+275
+0.9% +$27.2K 0.14% 149
2025
Q1 		$2.84M Buy
31,955
+9,393
+42% +$928K 0.13% 162
2024
Q4 		$2.26M Buy
22,562
+250
+1% +$24.8K 0.12% 193
2024
Q3 		$1.99M Sell
22,312
-2,150
-9% -$184K 0.09% 237
2024
Q2 		$2.13M Sell
24,462
-430
-2% -$35.3K 0.1% 206
2024
Q1 		$2.12M Buy
+24,892
New +$2.1M 0.1% 222
2023
Q2 		– Sell
-21,405
Closed -$1.3M – 674
2023
Q1 		$1.3M Buy
+21,405
New +$1.2M 0.1% 243
2021
Q2 		– Sell
-27,945
Closed -$1.92M – 1552
2021
Q1 		$1.92M Buy
27,945
+210
+0.8% +$14.9K 0.07% 256
2020
Q4 		$1.96M Buy
27,735
+9,500
+52% +$629K 0.08% 207
2020
Q3 		$1.14M Sell
18,235
-5,435
-23% -$326K 0.06% 270
2020
Q2 		$1.35M Buy
23,670
+6,005
+34% +$301K 0.07% 224
2020
Q1 		$743K Sell
17,665
-90
-0.5% -$4.26K 0.06% 304
2019
Q4 		$828K Sell
17,755
-22,060
-55% -$978K 0.06% 313
2019
Q3 		$1.69M Buy
+39,815
New +$1.74M 0.14% 156
2019
Q1 		$1.6M Buy
38,010
+18,250
+92% +$720K 0.18% 128
2018
Q4 		$686K Buy
+19,760
New +$717K 0.1% 216

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

Sowell Financial Services's IGV Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 32% in Q2 2026, selling an estimated $791K and leaving 18,754 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #347.

Sowell Financial Services first reported a position in IGV in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.53M in Q2 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Sowell Financial Services held 18,754 shares of iShares Expanded Tech-Software Sector ETF worth $1.7M as of Q2 2026.
  • Sowell Financial Services sold 8,900 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $791K.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #347 holding.
  • Sowell Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's iShares Expanded Tech-Software Sector ETF position peaked at $3.53M in Q2 2025.
  • 889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.