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Ulland Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ulland Investment 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 		$888K Sell
9,802
-500
-5% -$44.5K 0.66% 32
2026
Q1 		$825K Sell
10,302
-598
-5% -$52.9K 0.71% 30
2025
Q4 		$1.15M Sell
10,900
-580
-5% -$63.8K 0.92% 26
2025
Q3 		$1.32M Buy
11,480
+5
+0% +$553 0.99% 22
2025
Q2 		$1.26M Sell
11,475
-132
-1% -$13.1K 0.96% 23
2025
Q1 		$1.03M Sell
11,607
-70
-0.6% -$6.91K 0.86% 28
2024
Q4 		$1.17M Buy
11,677
+445
+4% +$44.1K 0.75% 25
2024
Q3 		$1M Sell
11,232
-11,204
-50% -$961K 0.73% 28
2024
Q2 		$1.95M Sell
22,436
-3,120
-12% -$256K 1.36% 19
2024
Q1 		$2.18M Buy
25,556
+24,556
+2,456% +$2.07M 1.74% 18
2023
Q4 		$81K Hold
1,000
– – 0.08% 85
2023
Q3 		$68K Hold
1,000
– – 0.07% 87
2023
Q2 		$69K Hold
1,000
– – 0.07% 92
2023
Q1 		$61K Hold
1,000
– – 0.07% 85
2022
Q4 		$51K Hold
1,000
– – 0.06% 92
2022
Q3 		$50K Hold
1,000
– – 0.05% 94
2022
Q2 		$54K Hold
1,000
– – 0.06% 98
2022
Q1 		$69K Hold
1,000
– – 0.05% 92
2021
Q4 		$80K Buy
+1,000
New +$83.5K 0.05% 89

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Ulland Investment Advisors's IGV Position: Q2 2026 in Review

Ulland Investment Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.9% in Q2 2026, selling an estimated $44.5K and leaving 9,802 shares worth $888K. The position accounts for 0.66% of the portfolio, ranked #32.

Ulland Investment Advisors first reported a position in IGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q1 2024. 455 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Ulland Investment Advisors held 9,802 shares of iShares Expanded Tech-Software Sector ETF worth $888K as of Q2 2026.
  • Ulland Investment Advisors sold 500 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $44.5K.
  • iShares Expanded Tech-Software Sector ETF made up 0.66% of Ulland Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Ulland Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $2.18M in Q1 2024.
  • 455 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.