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

VestGen 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 		$4.5M Buy
49,624
+38,103
+331% +$3.39M 0.13% 154
2026
Q1 		$1.03M Buy
11,521
+9,159
+388% +$811K 0.03% 451
2025
Q4 		$250K Sell
2,362
-4,574
-66% -$503K 0.01% 651
2025
Q3 		$798K Sell
6,936
-16,442
-70% -$1.82M 0.03% 402
2025
Q2 		$2.56M Buy
+23,378
New +$2.31M 0.1% 185

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VestGen Advisors's IGV Position: Q2 2026 in Review

VestGen Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 331% in Q2 2026, buying an estimated $3.39M and bringing the position to 49,624 shares worth $4.5M. The position accounts for 0.13% of the portfolio, ranked #154.

VestGen Advisors first reported a position in IGV in Q2 2025 and has held it in 5 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • VestGen Advisors held 49,624 shares of iShares Expanded Tech-Software Sector ETF worth $4.5M as of Q2 2026.
  • VestGen Advisors bought 38,103 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $3.39M.
  • iShares Expanded Tech-Software Sector ETF made up 0.13% of VestGen Advisors's portfolio in Q2 2026, its #154 holding.
  • VestGen Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 5 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.