United Capital Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

United Capital Financial 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	$526K	Sell	6,568 -2,506	-28%	-$222K	﹤0.01%	1048
2025 Q4	$959K	Buy	9,074 +3,291	+57%	+$362K	0.01%	747
2025 Q3	$665K	Sell	5,783 -500	-8%	-$55.3K	﹤0.01%	776
2025 Q2	$688K	Buy	6,283 +527	+9%	+$52.1K	0.01%	701
2025 Q1	$512K	Sell	5,756 -268	-4%	-$26.5K	﹤0.01%	742
2024 Q4	$603K	Buy	6,024 +696	+13%	+$69K	0.01%	685
2024 Q3	$476K	Sell	5,328 -2	-0%	-$171	﹤0.01%	740
2024 Q2	$463K	Sell	5,330 -4,334	-45%	-$356K	﹤0.01%	726
2024 Q1	$824K	Sell	9,664 -3,676	-28%	-$310K	0.01%	611
2023 Q4	$1.08M	Sell	13,340 -20,170	-60%	-$1.49M	0.01%	544
2023 Q3	$2.29M	Sell	33,510 -1,110	-3%	-$77.9K	0.02%	407
2023 Q2	$2.4M	Sell	34,620 -2,040	-6%	-$128K	0.01%	416
2023 Q1	$2.23M	Sell	36,660 -2,315	-6%	-$130K	0.01%	432
2022 Q4	$1.99M	Sell	38,975 -11,305	-22%	-$586K	0.01%	480
2022 Q3	$2.52M	Buy	50,280 +1,230	+3%	+$69.9K	0.01%	433
2022 Q2	$2.65M	Buy	49,050 +26,450	+117%	+$1.55M	0.01%	440
2022 Q1	$1.56M	Sell	22,600 -3,380	-13%	-$232K	0.01%	570
2021 Q4	$2.07M	Sell	25,980 -675	-3%	-$56.4K	0.01%	534
2021 Q3	$2.13M	Buy	26,655 +815	+3%	+$66.5K	0.01%	513
2021 Q2	$2.02M	Buy	25,840 +2,680	+12%	+$194K	0.01%	536
2021 Q1	$1.58M	Sell	23,160 -1,970	-8%	-$140K	0.01%	554
2020 Q4	$1.78M	Sell	25,130 -2,075	-8%	-$137K	0.01%	534
2020 Q3	$1.69M	Sell	27,205 -1,385	-5%	-$83.2K	0.01%	539
2020 Q2	$1.63M	Sell	28,590 -2,915	-9%	-$146K	0.01%	559
2020 Q1	$1.32M	Sell	31,505 -19,170	-38%	-$906K	0.01%	570
2019 Q4	$2.36M	Buy	50,675 +7,370	+17%	+$327K	0.02%	570
2019 Q3	$1.83M	Sell	43,305 -10,035	-19%	-$439K	0.01%	602
2019 Q2	$2.33M	Sell	53,340 -3,590	-6%	-$154K	0.02%	578
2019 Q1	$2.4M	Sell	56,930 -13,610	-19%	-$537K	0.02%	551
2018 Q4	$2.45M	Sell	70,540 -258,490	-79%	-$9.37M	0.02%	514
2018 Q3	$13.5M	Sell	329,030 -67,410	-17%	-$2.64M	0.09%	238
2018 Q2	$14.5M	Buy	396,440 +35,265	+10%	+$1.27M	0.11%	206
2018 Q1	$12.3M	Sell	361,175 -35,545	-9%	-$1.2M	0.09%	247
2017 Q4	$12.3M	Buy	396,720 +11,630	+3%	+$358K	0.1%	257
2017 Q3	$11.3M	Buy	385,090 +308,585	+403%	+$8.84M	0.1%	253
2017 Q2	$2.09M	Sell	76,505 -7,580	-9%	-$203K	0.02%	558
2017 Q1	$2.13M	Sell	84,085 -3,160	-4%	-$76.2K	0.02%	554
2016 Q4	$1.9M	Sell	87,245 -11,315	-11%	-$253K	0.02%	577
2016 Q3	$2.24M	Buy	98,560 +6,100	+7%	+$135K	0.02%	555
2016 Q2	$1.94M	Buy	92,460 +7,300	+9%	+$150K	0.02%	559
2016 Q1	$1.72M	Buy	85,160 +10,275	+14%	+$194K	0.02%	569
2015 Q4	$1.55M	Buy	74,885 +10,895	+17%	+$225K	0.02%	592
2015 Q3	$1.21M	Buy	63,990 +10,965	+21%	+$217K	0.01%	642
2015 Q2	$1.05M	Buy	53,025 +7,365	+16%	+$148K	0.01%	717
2015 Q1	$911K	Buy	45,660 +29,575	+184%	+$557K	0.01%	744
2014 Q4	$299K	Buy	+16,085	New	+$288K	﹤0.01%	967

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

United Capital Financial Advisors's IGV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 28% in Q1 2026, selling an estimated $222K and leaving 6,568 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

United Capital Financial Advisors first reported a position in IGV in Q4 2014 and has held it in 46 quarters since. The position peaked at $14.5M in Q2 2018. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

United Capital Financial Advisors held 6,568 shares of iShares Expanded Tech-Software Sector ETF worth $526K as of Q1 2026.
United Capital Financial Advisors sold 2,506 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $222K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1048 holding.
United Capital Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and has held it in 46 quarters since.
United Capital Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $14.5M in Q2 2018.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.