Wealth Advisors of Tampa Bay’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealth Advisors of Tampa Bay’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	$262K	Hold	3,268	–	–	0.09%	83
2025 Q4	$345K	Hold	3,268	–	–	0.12%	79
2025 Q3	$376K	Hold	3,268	–	–	0.13%	77
2025 Q2	$358K	Hold	3,268	–	–	0.13%	76
2025 Q1	$291K	Sell	3,268 -67	-2%	-$6.62K	0.12%	78
2024 Q4	$334K	Hold	3,335	–	–	0.14%	72
2024 Q3	$298K	Hold	3,335	–	–	0.12%	77
2024 Q2	$290K	Hold	3,335	–	–	0.14%	71
2024 Q1	$284K	Sell	3,335 -1,570	-32%	-$132K	0.14%	70
2023 Q4	$398K	Sell	4,905 -5,055	-51%	-$374K	0.2%	65
2023 Q3	$680K	Buy	9,960 +4,985	+100%	+$350K	0.19%	66
2023 Q2	$344K	Sell	4,975 -955	-16%	-$60K	0.19%	64
2023 Q1	$361K	Buy	+5,930	New	+$332K	0.21%	61

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 $303B AUM 53.02% 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

Wealth Advisors of Tampa Bay's IGV Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 3,268 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #83.

Wealth Advisors of Tampa Bay first reported a position in IGV in Q1 2023 and has held it in 13 quarters since. The position peaked at $680K in Q3 2023. 761 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Wealth Advisors of Tampa Bay held 3,268 shares of iShares Expanded Tech-Software Sector ETF worth $262K as of Q1 2026.
Wealth Advisors of Tampa Bay left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up 0.09% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #83 holding.
Wealth Advisors of Tampa Bay first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and has held it in 13 quarters since.
Wealth Advisors of Tampa Bay's iShares Expanded Tech-Software Sector ETF position peaked at $680K in Q3 2023.
761 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.