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Valley National Advisers’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Valley National Advisers’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 		$1.28M Sell
16,023
-4,613
-22% -$408K 0.17% 122
2025
Q4 		$2.18M Buy
20,636
+151
+0.7% +$16.6K 0.3% 73
2025
Q3 		$2.35M Sell
20,485
-269
-1% -$29.8K 0.36% 64
2025
Q2 		$2.27M Sell
20,754
-197
-0.9% -$19.5K 0.37% 70
2025
Q1 		$1.86M Buy
20,951
+20,426
+3,891% +$2.02M 0.34% 75
2024
Q4 		$52K Hold
525
– – 0.01% 351
2024
Q3 		$46K Hold
525
– – 0.01% 363
2024
Q2 		$45K Sell
525
-20
-4% -$1.64K 0.01% 405
2024
Q1 		$46K Sell
545
-60
-10% -$5.06K 0.01% 411
2023
Q4 		$49K Sell
605
-9,195
-94% -$680K 0.01% 405
2023
Q3 		$669K Sell
9,800
-215
-2% -$15.1K 0.12% 129
2023
Q2 		$694K Sell
10,015
-85
-0.8% -$5.34K 0.12% 135
2023
Q1 		$603K Buy
10,100
+285
+3% +$16K 0.11% 151
2022
Q4 		$516K Sell
9,815
-600
-6% -$31.1K 0.09% 164
2022
Q3 		$532K Sell
10,415
-805
-7% -$45.8K 0.11% 154
2022
Q2 		$644K Sell
11,220
-3,445
-23% -$202K 0.14% 130
2022
Q1 		$1.01M Sell
14,665
-16,660
-53% -$1.14M 0.19% 111
2021
Q4 		$2.49M Sell
31,325
-1,040
-3% -$86.8K 0.46% 53
2021
Q3 		$2.58M Buy
32,365
+2,025
+7% +$165K 0.47% 46
2021
Q2 		$2.37M Buy
30,340
+3,110
+11% +$225K 0.43% 50
2021
Q1 		$1.86M Buy
27,230
+10,075
+59% +$714K 0.36% 71
2020
Q4 		$1.22M Buy
17,155
+7,590
+79% +$503K 0.25% 84
2020
Q3 		$595K Buy
9,565
+2,315
+32% +$139K 0.14% 112
2020
Q2 		$412K Buy
7,250
+6,760
+1,380% +$339K 0.09% 125
2020
Q1 		$21K Hold
490
– – 0.01% 369
2019
Q4 		$23K Hold
490
– – 0.01% 409
2019
Q3 		$21K Buy
+490
New +$21.4K 0.01% 411

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

Valley National Advisers's IGV Position: Q1 2026 in Review

Valley National Advisers reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 22% in Q1 2026, selling an estimated $408K and leaving 16,023 shares worth $1.28M. The position accounts for 0.17% of the portfolio, ranked #122.

Valley National Advisers first reported a position in IGV in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.58M in Q3 2021. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Valley National Advisers held 16,023 shares of iShares Expanded Tech-Software Sector ETF worth $1.28M as of Q1 2026.
  • Valley National Advisers sold 4,613 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $408K.
  • iShares Expanded Tech-Software Sector ETF made up 0.17% of Valley National Advisers's portfolio in Q1 2026, its #122 holding.
  • Valley National Advisers first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and has held it in 27 quarters since.
  • Valley National Advisers's iShares Expanded Tech-Software Sector ETF position peaked at $2.58M in Q3 2021.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.