Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Expanded Tech Sector ETF (IGM)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/29/2025: IGM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 71.89% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.29 | 52 Weeks Range 76.22 - 111.80 | Updated Date 06/29/2025 |
52 Weeks Range 76.22 - 111.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Expanded Tech Sector ETF
ETF Overview
Overview
The iShares Expanded Tech Sector ETF (IGV) provides exposure to U.S. software and IT services companies, offering targeted access to a specific segment of the technology sector. It aims to track the investment results of the S&P North American Expanded Technology Software Index, holding a basket of stocks, mostly in the software and IT services industries. The ETF is used by investors looking for growth in the software and services segments.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable issuer with a strong track record in the ETF market.
Management Expertise
BlackRock possesses extensive expertise in ETF management, employing experienced professionals to manage and oversee its ETF products.
Investment Objective
Goal
The ETF aims to track the investment results of the S&P North American Expanded Technology Software Index.
Investment Approach and Strategy
Strategy: The ETF tracks the performance of a specific index related to software and IT services, following a passive management style.
Composition The ETF holds stocks of companies involved in the software and IT services industries.
Market Position
Market Share: IGV does not command the largest market share as other broad tech ETFs are larger.
Total Net Assets (AUM): 6060000000
Competitors
Key Competitors
- Technology Select Sector SPDR Fund (XLK)
- Vanguard Information Technology ETF (VGT)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The competitive landscape is characterized by a mix of broad and specialized technology ETFs. IGV has the advantage of focused exposure to software and IT services. However, broad tech ETFs like XLK, VGT, and QQQ offer more diversified exposure, potentially reducing volatility.
Financial Performance
Historical Performance: Historical performance data should be accessed from financial data providers (e.g., Yahoo Finance, Bloomberg).
Benchmark Comparison: Benchmark comparison should be conducted against the S&P North American Expanded Technology Software Index using financial data providers.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
IGV's average trading volume indicates moderate liquidity, allowing investors to buy and sell shares without significant price impact.
Bid-Ask Spread
The bid-ask spread is generally tight for IGV, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, such as interest rates, GDP growth, and inflation, along with specific factors like software industry trends and IT spending affect IGV.
Growth Trajectory
Growth is tied to the overall growth of the software and IT services industries, with potential for increased volatility during market downturns.
Moat and Competitive Advantages
Competitive Edge
IGV's competitive edge lies in its highly focused exposure to the software and IT services sector. This provides investors with a targeted way to invest in specific areas of technology, benefiting from the potential for high growth in these segments. Unlike broader tech ETFs, IGV's specialization enables investors to fine-tune their portfolios. This niche focus may lead to higher returns but also increased risk compared to diversified tech ETFs.
Risk Analysis
Volatility
Volatility can be assessed by analyzing historical price fluctuations and beta. Refer to a financial data provider.
Market Risk
The main risk is market risk, particularly related to the performance of the software and IT services industries. Other risks include technological obsolescence and changing consumer preferences.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to the software and IT services segments of the technology sector, with a higher risk tolerance.
Market Risk
The ETF is more suitable for long-term investors who understand the software and IT services industries and are willing to accept moderate volatility for potential growth.
Summary
iShares Expanded Tech Sector ETF (IGV) provides targeted exposure to software and IT services, appealing to investors seeking specific technology segment exposure. The ETF's performance is influenced by economic conditions, sector trends, and technological innovation. Its focused approach means potentially higher returns but with increased volatility, requiring careful consideration of individual risk tolerance. Managed by BlackRock, iShares reputation adds reliability, but investors should monitor the impact of fees and the fund's tracking accuracy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- Yahoo Finance
- ETFdb.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered as investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Expanded Tech Sector ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. A significant portion of the underlying index is represented by securities of companies in the technology industry or sector. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.