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Arlington Trust’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Arlington Trust’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 		$18.5K Buy
+204
New +$18.1K ﹤0.01% 397
2025
Q4 		– Sell
-1,860
Closed -$214K – 533
2025
Q3 		$214K Hold
1,860
– – 0.04% 169
2025
Q2 		$204K Hold
1,860
– – 0.04% 172
2025
Q1 		$166K Hold
1,860
– – 0.04% 195
2024
Q4 		$186K Hold
1,860
– – 0.04% 187
2024
Q3 		$166K Hold
1,860
– – 0.04% 193
2024
Q2 		$162K Hold
1,860
– – 0.04% 175
2024
Q1 		$159K Hold
1,860
– – 0.04% 162
2023
Q4 		$151K Buy
+1,860
New +$138K 0.04% 161

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Arlington Trust's IGV Position: Q2 2026 in Review

Arlington Trust opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 204 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Arlington Trust previously reported a position in IGV as recently as Q3 2025.

Arlington Trust first reported a position in IGV in Q4 2023 and has held it in 9 quarters since. The position peaked at $214K in Q3 2025. 139 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Arlington Trust held 204 shares of iShares Expanded Tech-Software Sector ETF worth $18.5K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Arlington Trust position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #397 holding.
  • Arlington Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 9 quarters since.
  • Arlington Trust's iShares Expanded Tech-Software Sector ETF position peaked at $214K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.