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

Valeo 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 Q2	$355K	Sell	3,923 -4,370	-53%	-$389K	0.01%	560
2026 Q1	$664K	Buy	8,293 +643	+8%	+$56.9K	0.02%	343
2025 Q4	$809K	Buy	7,650 +800	+12%	+$87.9K	0.02%	353
2025 Q3	$788K	Hold	6,850	–	–	0.02%	362
2025 Q2	$750K	Hold	6,850	–	–	0.02%	359
2025 Q1	$610K	Sell	6,850 -129	-2%	-$12.7K	0.02%	363
2024 Q4	$699K	Buy	6,979 +129	+2%	+$12.8K	0.02%	335
2024 Q3	$612K	Sell	6,850 -25	-0.4%	-$2.14K	0.02%	363
2024 Q2	$597K	Hold	6,875	–	–	0.02%	340
2024 Q1	$556K	Buy	6,875 +615	+10%	+$51.9K	0.02%	344
2023 Q4	$508K	Hold	6,260	–	–	0.02%	361
2023 Q3	$427K	Buy	6,260 +2,050	+49%	+$144K	0.02%	374
2023 Q2	$291K	Hold	4,210	–	–	0.01%	440
2023 Q1	$257K	Buy	+4,210	New	+$236K	0.01%	487
2021 Q2	–	Sell	-585	Closed	-$40K	–	1121
2021 Q1	$40K	Buy	585 +360	+160%	+$25.5K	﹤0.01%	956
2020 Q4	$16K	Buy	+225	New	+$14.9K	﹤0.01%	1084
2019 Q1	–	Sell	-5,495	Closed	-$191K	–	1587
2018 Q4	$191K	Hold	5,495	–	–	0.03%	265
2018 Q3	$201K	Hold	5,495	–	–	0.03%	274
2018 Q2	$211K	Buy	+5,495	New	+$198K	0.03%	273

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

Valeo Financial Advisors's IGV Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 53% in Q2 2026, selling an estimated $389K and leaving 3,923 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #560.

Valeo Financial Advisors first reported a position in IGV in Q2 2018 and has held it in 19 quarters since. The position peaked at $809K in Q4 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Valeo Financial Advisors held 3,923 shares of iShares Expanded Tech-Software Sector ETF worth $355K as of Q2 2026.
Valeo Financial Advisors sold 4,370 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $389K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #560 holding.
Valeo Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 19 quarters since.
Valeo Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $809K in Q4 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.