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

Arkadios 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 		$1.44M Buy
15,908
+2,472
+18% +$220K 0.02% 661
2026
Q1 		$1.08M Buy
13,436
+11,462
+581% +$1.01M 0.02% 754
2025
Q4 		$209K Buy
1,974
+100
+5% +$11K ﹤0.01% 1433
2025
Q3 		$216K Sell
1,874
-315
-14% -$34.9K 0.01% 1330
2025
Q2 		$240K Buy
+2,189
New +$216K 0.01% 1140
2025
Q1 		– Sell
-2,220
Closed -$222K – 1160
2024
Q4 		$222K Sell
2,220
-207
-9% -$20.5K 0.01% 824
2024
Q3 		$217K Buy
2,427
+75
+3% +$6.43K 0.01% 814
2024
Q2 		$204K Buy
+2,352
New +$193K 0.01% 761
2021
Q4 		– Sell
-1,995
Closed -$159K – 1146
2021
Q3 		$159K Buy
1,995
+1,220
+157% +$99.6K 0.02% 565
2021
Q2 		$60K Hold
775
– – 0.01% 864
2021
Q1 		$53K Hold
775
– – 0.01% 677
2020
Q4 		$55K Buy
775
+260
+50% +$17.2K 0.01% 537
2020
Q3 		$34.4K Hold
515
– – 0.02% 481
2020
Q2 		$29.7K Sell
515
-5
-1% -$251 0.02% 468
2020
Q1 		$21.8K Buy
520
+5
+1% +$236 0.01% 471
2019
Q4 		$27K Buy
+515
New +$22.8K 0.02% 404

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 18% in Q2 2026, buying an estimated $220K and bringing the position to 15,908 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #661.

Arkadios Wealth Advisors first reported a position in IGV in Q4 2019 and has held it in 16 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Arkadios Wealth Advisors held 15,908 shares of iShares Expanded Tech-Software Sector ETF worth $1.44M as of Q2 2026.
  • Arkadios Wealth Advisors bought 2,472 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $220K.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #661 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 16 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.