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Twin Peaks Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Twin Peaks 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
Q1 		$157K Buy
+1,961
New +$174K 0.04% 222
2025
Q3 		– Sell
-276
Closed -$30.2K – 1094
2025
Q2 		$30.2K Buy
+276
New +$27.3K 0.01% 471

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Twin Peaks Wealth Advisors's IGV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026: 1,961 shares worth $157K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IGV as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IGV in Q2 2025 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,961 shares of iShares Expanded Tech-Software Sector ETF worth $157K as of Q1 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #222 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.