Advisor Resource Council’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Advisor Resource Council’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	$1.01M	Sell	10,660 -237	-2%	-$21.1K	0.29%	66
2026 Q1	$872K	Buy	10,897 +694	+7%	+$61.4K	0.28%	67
2025 Q4	$913K	Buy	+10,203	New	+$1.12M	0.32%	67
2025 Q2	–	Sell	-73,551	Closed	-$6.42M	–	367
2025 Q1	$6.42M	Buy	+73,551	New	+$7.26M	0.52%	43

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

Advisor Resource Council's IGV Position: Q2 2026 in Review

Advisor Resource Council reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.2% in Q2 2026, selling an estimated $21.1K and leaving 10,660 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #66.

Advisor Resource Council first reported a position in IGV in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.42M in Q1 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Advisor Resource Council held 10,660 shares of iShares Expanded Tech-Software Sector ETF worth $1.01M as of Q2 2026.
Advisor Resource Council sold 237 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $21.1K.
iShares Expanded Tech-Software Sector ETF made up 0.29% of Advisor Resource Council's portfolio in Q2 2026, its #66 holding.
Advisor Resource Council first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 4 quarters since.
Advisor Resource Council's iShares Expanded Tech-Software Sector ETF position peaked at $6.42M in Q1 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.