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United Asset Strategies’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

United Asset Strategies’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 		$847K Buy
+9,347
New +$831K 0.06% 166
2026
Q1 		– Sell
-12,470
Closed -$1.32M – 267
2025
Q4 		$1.32M Buy
+12,470
New +$1.37M 0.1% 131
2024
Q2 		– Sell
-8,388
Closed -$715K – 234
2024
Q1 		$715K Sell
8,388
-1,217
-13% -$103K 0.07% 175
2023
Q4 		$779K Buy
+9,605
New +$711K 0.09% 162
2023
Q1 		– Sell
-14,940
Closed -$764K – 232
2022
Q4 		$764K Sell
14,940
-258,460
-95% -$13.4M 0.11% 147
2022
Q3 		$13.7M Buy
+273,400
New +$15.5M 2.1% 8
2021
Q1 		– Sell
-6,845
Closed -$485K – 222
2020
Q4 		$485K Buy
6,845
+635
+10% +$42.1K 0.08% 145
2020
Q3 		$386K Buy
6,210
+895
+17% +$53.8K 0.07% 152
2020
Q2 		$302K Buy
+5,315
New +$267K 0.06% 152
2019
Q3 		– Sell
-4,950
Closed -$216K – 191
2019
Q2 		$216K Buy
+4,950
New +$212K 0.05% 175
2019
Q1 		– Sell
-101,895
Closed -$3.54M – 206
2018
Q4 		$3.54M Sell
101,895
-133,605
-57% -$4.84M 0.97% 33
2018
Q3 		$9.65M Buy
235,500
+119,880
+104% +$4.69M 2.27% 7
2018
Q2 		$4.22M Buy
+115,620
New +$4.17M 1.12% 28

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

United Asset Strategies's IGV Position: Q2 2026 in Review

United Asset Strategies opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 9,347 shares worth $847K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings. This is a return to the name: United Asset Strategies previously reported a position in IGV as recently as Q4 2025.

United Asset Strategies first reported a position in IGV in Q2 2018 and has held it in 13 quarters since. The position peaked at $13.7M in Q3 2022. 525 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • United Asset Strategies held 9,347 shares of iShares Expanded Tech-Software Sector ETF worth $847K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new United Asset Strategies position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of United Asset Strategies's portfolio in Q2 2026, its #166 holding.
  • United Asset Strategies first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 13 quarters since.
  • United Asset Strategies's iShares Expanded Tech-Software Sector ETF position peaked at $13.7M in Q3 2022.
  • 525 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.