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Atlantic Edge Private Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Atlantic Edge Private Wealth Management’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 		$725 Buy
+8
New +$711 ﹤0.01% 601

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Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IGV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 8 shares worth $725. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings.

319 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 8 shares of iShares Expanded Tech-Software Sector ETF worth $725 as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Atlantic Edge Private Wealth Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #601 holding.
  • 319 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.