Arete Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Arete Wealth 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	–	Sell	-54,813	Closed	-$4.38M	–	347
2026 Q1	$4.38M	Buy	+54,813	New	+$4.85M	0.33%	77
2025 Q4	–	Sell	-2,491	Closed	-$286K	–	532
2025 Q3	$286K	Sell	2,491 -12,495	-83%	-$1.38M	0.02%	618
2025 Q2	$1.64M	Buy	+14,986	New	+$1.48M	0.12%	181
2021 Q1	–	Sell	-16,090	Closed	-$1.12M	–	433
2020 Q4	$1.12M	Buy	+16,090	New	+$1.07M	0.16%	142

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

Arete Wealth Advisors's IGV Position: Q2 2026 in Review

Arete Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 54,813 shares — an estimated $4.38M sold.

Arete Wealth Advisors first reported a position in IGV in Q4 2020 and held it in 4 quarters. The position peaked at $4.38M in Q1 2026. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Arete Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Arete Wealth Advisors sold 54,813 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $4.38M.
Arete Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 4 quarters.
Arete Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $4.38M in Q1 2026.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.