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 Q1	$4.38M	Buy	54,813 +51,652	+1,634%	+$4.57M	0.33%	77
2025 Q4	$334K	Buy	3,161 +670	+27%	+$73.7K	0.02%	552
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 $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Arete Wealth Advisors's IGV Position: Q1 2026 in Review

Arete Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1,634% in Q1 2026, buying an estimated $4.57M and bringing the position to 54,813 shares worth $4.38M. The position accounts for 0.33% of the portfolio, ranked #77.

Arete Wealth Advisors first reported a position in IGV in Q4 2020 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Arete Wealth Advisors held 54,813 shares of iShares Expanded Tech-Software Sector ETF worth $4.38M as of Q1 2026.
Arete Wealth Advisors bought 51,652 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $4.57M.
iShares Expanded Tech-Software Sector ETF made up 0.33% of Arete Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Arete Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 5 quarters since.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.