Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - 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
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: 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 92.91% | Avg. Invested days 76 | 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 11/05/2025 |
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 a targeted approach to technology investing beyond the traditional technology sector definition. It focuses on companies that are at the forefront of technology innovation and development.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for reliability and a long track record of managing successful ETFs.
Management Expertise
BlackRock's management team has extensive experience in managing technology-focused investments.
Investment Objective
Goal
To track the investment results of an index composed of North American equities in the software and IT services industries.
Investment Approach and Strategy
Strategy: Tracks the S&P North American Expanded Technology Software Index, offering targeted exposure to software and IT service companies.
Composition Primarily holds stocks of software and IT service companies located in North America.
Market Position
Market Share: IGV holds a significant market share within the software and IT services ETF category.
Total Net Assets (AUM): 5400000000
Competitors
Key Competitors
- First Trust Cloud Computing ETF (SKYY)
- Global X Cloud Computing ETF (CLOU)
- ARK Innovation ETF (ARKK)
Competitive Landscape
The ETF industry is very competitive. IGV has the advantage of being one of the first movers in the market giving them high AUM. Disadvantages could be the fund having higher concentration in top heavy holdings or higher expense ratio.
Financial Performance
Historical Performance: The historical performance of IGV has been strong, particularly during periods of robust growth in the software and IT services sectors.
Benchmark Comparison: IGV's performance is measured against the S&P North American Expanded Technology Software Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
IGV generally exhibits good liquidity, as evidenced by its high average trading volume.
Bid-Ask Spread
The bid-ask spread for IGV is typically tight, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
Economic growth, technological innovation, and evolving business models influence IGV's performance.
Growth Trajectory
IGV's growth trajectory is tied to the software and IT services sectors and their ability to innovate and adapt.
Moat and Competitive Advantages
Competitive Edge
IGV's competitive advantage lies in its targeted exposure to the software and IT services sectors. BlackRock's strong brand recognition and distribution network also contribute to its competitive edge. The fund's well-defined index-tracking strategy allows it to efficiently capture the performance of its benchmark.
Risk Analysis
Volatility
IGV's volatility can be influenced by fluctuations in the broader market and the specific companies it holds.
Market Risk
Market risk for IGV comes from factors affecting the technology sector, such as changes in consumer spending and tech regulation.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the software and IT services sectors, is comfortable with sector-specific risks, and has a long-term investment horizon.
Market Risk
IGV is suitable for long-term investors seeking growth within the technology sector.
Summary
iShares Expanded Tech Sector ETF (IGV) provides targeted exposure to North American software and IT services companies and is managed by BlackRock. With substantial AUM, it holds significant market share within its industry. While IGV exhibits good liquidity and a competitive expense ratio, prospective investors should thoroughly consider its sector-specific risks. Overall, the fund serves as a useful tool for investors looking to overweight software and IT service companies in their portfolios.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results.
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.