Aptus Capital Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Aptus Capital Advisors’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	$200K	Buy	2,207 +166	+8%	+$14.8K	﹤0.01%	1119
2026 Q1	$163K	Hold	2,041	–	–	﹤0.01%	1054
2025 Q4	$216K	Sell	2,041 -100	-5%	-$11K	﹤0.01%	1009
2025 Q3	$246K	Sell	2,141 -42	-2%	-$4.65K	﹤0.01%	902
2025 Q2	$239K	Sell	2,183 -120	-5%	-$11.9K	﹤0.01%	887
2025 Q1	$205K	Buy	2,303 +278	+14%	+$27.5K	﹤0.01%	881
2024 Q4	$203K	Buy	2,025 +715	+55%	+$70.8K	﹤0.01%	887
2024 Q3	$117K	Buy	1,310 +410	+46%	+$35.1K	﹤0.01%	835
2024 Q2	$78.2K	Sell	900 -128	-12%	-$10.5K	﹤0.01%	843
2024 Q1	$87.7K	Sell	1,028 -132	-11%	-$11.1K	﹤0.01%	836
2023 Q4	$94.1K	Hold	1,160	–	–	﹤0.01%	619
2023 Q3	$79.2K	Buy	+1,160	New	+$81.4K	﹤0.01%	643
2023 Q2	–	Sell	-385	Closed	-$23.5K	–	830
2023 Q1	$23.5K	Buy	+385	New	+$21.6K	﹤0.01%	624

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

Aptus Capital Advisors's IGV Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.1% in Q2 2026, buying an estimated $14.8K and bringing the position to 2,207 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Aptus Capital Advisors first reported a position in IGV in Q1 2023 and has held it in 13 quarters since. The position peaked at $246K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Aptus Capital Advisors held 2,207 shares of iShares Expanded Tech-Software Sector ETF worth $200K as of Q2 2026.
Aptus Capital Advisors bought 166 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $14.8K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1119 holding.
Aptus Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $246K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.