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

Waverly 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	$16.1M	Sell	177,524 -46,045	-21%	-$4.09M	0.09%	207
2026 Q1	$17.9M	Sell	223,569 -180,055	-45%	-$15.9M	0.13%	150
2025 Q4	$42.7M	Buy	403,624 +44,831	+12%	+$4.93M	0.35%	67
2025 Q3	$41.3M	Buy	358,793 +92,072	+35%	+$10.2M	0.41%	52
2025 Q2	$29.2M	Buy	266,721 +167,429	+169%	+$16.6M	0.32%	64
2025 Q1	$8.84M	Buy	99,292 +93,110	+1,506%	+$9.2M	0.11%	195
2024 Q4	$619K	Buy	+6,182	New	+$613K	0.01%	632
2024 Q2	–	Sell	-725	Closed	-$61.8K	–	817
2024 Q1	$61.8K	Buy	+725	New	+$61.2K	﹤0.01%	682

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

Waverly Advisors's IGV Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 21% in Q2 2026, selling an estimated $4.09M and leaving 177,524 shares worth $16.1M. The position accounts for 0.09% of the portfolio, ranked #207.

Waverly Advisors first reported a position in IGV in Q1 2024 and has held it in 8 quarters since. The position peaked at $42.7M in Q4 2025. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Waverly Advisors held 177,524 shares of iShares Expanded Tech-Software Sector ETF worth $16.1M as of Q2 2026.
Waverly Advisors sold 46,045 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $4.09M.
iShares Expanded Tech-Software Sector ETF made up 0.09% of Waverly Advisors's portfolio in Q2 2026, its #207 holding.
Waverly Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 8 quarters since.
Waverly Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $42.7M in Q4 2025.
880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.