TRUE Private Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

TRUE Private Wealth 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	$265K	Buy	2,930 +1	+0%	+$89	0.02%	237
2026 Q1	$235K	Sell	2,929 -1	-0%	-$89	0.02%	243
2025 Q4	$310K	Sell	2,930 -13	-0.4%	-$1.43K	0.03%	205
2025 Q3	$339K	Sell	2,943 -2,583	-47%	-$286K	0.03%	195
2025 Q2	$605K	Buy	5,526 +2,596	+89%	+$257K	0.07%	131
2025 Q1	$261K	Buy	2,930 +1	+0%	+$99	0.03%	206
2024 Q4	$293K	Sell	2,929 -50	-2%	-$4.96K	0.04%	183
2024 Q3	$266K	Sell	2,979 -321	-10%	-$27.5K	0.03%	180
2024 Q2	$287K	Buy	3,300 +50	+2%	+$4.11K	0.03%	230
2024 Q1	$277K	Hold	3,250	–	–	0.03%	243
2023 Q4	$264K	Hold	3,250	–	–	0.03%	235
2023 Q3	$222K	Hold	3,250	–	–	0.03%	239
2023 Q2	$225K	Buy	+3,250	New	+$204K	0.03%	219

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

TRUE Private Wealth Advisors's IGV Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.03% in Q2 2026, buying an estimated $89 and bringing the position to 2,930 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #237.

TRUE Private Wealth Advisors first reported a position in IGV in Q2 2023 and has held it in 13 quarters since. The position peaked at $605K in Q2 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

TRUE Private Wealth Advisors held 2,930 shares of iShares Expanded Tech-Software Sector ETF worth $265K as of Q2 2026.
TRUE Private Wealth Advisors bought 1 iShares Expanded Tech-Software Sector ETF share in Q2 2026, an estimated $89.
iShares Expanded Tech-Software Sector ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #237 holding.
TRUE Private Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 13 quarters since.
TRUE Private Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $605K in Q2 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.