Wealth Enhancement Advisory Services
IGV icon

Wealth Enhancement Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.7M Buy
126,630
+31,080
+33% +$2.76M 0.02% 609
2026
Q1 		$7.68M Buy
95,550
+12,912
+16% +$1.14M 0.02% 694
2025
Q4 		$8.67M Buy
82,638
+884
+1% +$97.2K 0.01% 751
2025
Q3 		$9.35M Sell
81,754
-4,905
-6% -$543K 0.01% 686
2025
Q2 		$9.64M Sell
86,659
-8,841
-9% -$874K 0.02% 642
2025
Q1 		$8.5M Buy
95,500
+3,338
+4% +$330K 0.02% 640
2024
Q4 		$9.23M Buy
92,162
+3,643
+4% +$361K 0.02% 587
2024
Q3 		$7.91M Sell
88,519
-4,678
-5% -$401K 0.02% 590
2024
Q2 		$8.1M Buy
93,197
+2,051
+2% +$168K 0.02% 543
2024
Q1 		$7.77M Sell
91,146
-1,729
-2% -$146K 0.02% 546
2023
Q4 		$7.53M Buy
92,875
+915
+1% +$67.7K 0.02% 494
2023
Q3 		$6.28M Buy
+91,960
New +$6.45M 0.02% 519

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

Wealth Enhancement Advisory Services's IGV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 33% in Q2 2026, buying an estimated $2.76M and bringing the position to 126,630 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #609.

Wealth Enhancement Advisory Services first reported a position in IGV in Q3 2023 and has held it in 12 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 126,630 shares of iShares Expanded Tech-Software Sector ETF worth $11.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 31,080 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $2.76M.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #609 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and has held it in 12 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.