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 Q3	$21.7K	Hold	204	–	–	﹤0.01%	411
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

Arlington Trust's IGV Position: Q3 2026 in Review

Arlington Trust held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 204 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Arlington Trust first reported a position in IGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $214K in Q3 2025. 248 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Arlington Trust held 204 shares of iShares Expanded Tech-Software Sector ETF worth $21.7K as of Q3 2026.
Arlington Trust left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #411 holding.
Arlington Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 10 quarters since.
Arlington Trust's iShares Expanded Tech-Software Sector ETF position peaked at $214K in Q3 2025.
248 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.