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Atria Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Atria Investments’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 		$4.1M Buy
45,209
+20,939
+86% +$1.86M 0.04% 451
2026
Q1 		$1.94M Sell
24,270
-35,727
-60% -$3.16M 0.02% 717
2025
Q4 		$6.34M Sell
59,997
-1,593
-3% -$175K 0.07% 301
2025
Q3 		$7.08M Sell
61,590
-22,771
-27% -$2.52M 0.08% 273
2025
Q2 		$9.24M Buy
84,361
+13,274
+19% +$1.31M 0.11% 207
2025
Q1 		$6.33M Buy
71,087
+41,217
+138% +$4.07M 0.08% 292
2024
Q4 		$2.99M Buy
29,870
+9,558
+47% +$947K 0.04% 526
2024
Q3 		$1.82M Buy
20,312
+1,942
+11% +$166K 0.02% 697
2024
Q2 		$1.6M Sell
18,370
-583
-3% -$47.9K 0.02% 732
2024
Q1 		$1.62M Sell
18,953
-542
-3% -$45.7K 0.02% 740
2023
Q4 		$1.58M Sell
19,495
-1,725
-8% -$128K 0.02% 691
2023
Q3 		$1.45M Buy
21,220
+1,265
+6% +$88.7K 0.03% 693
2023
Q2 		$1.38M Buy
+19,955
New +$1.25M 0.02% 698
2021
Q1 		– Sell
-17,440
Closed -$1.24M – 729
2020
Q4 		$1.24M Buy
+17,440
New +$1.16M 0.03% 598
2020
Q1 		– Sell
-5,115
Closed -$238K – 844
2019
Q4 		$238K Buy
+5,115
New +$227K 0.01% 1069
2018
Q4 		– Sell
-8,680
Closed -$356K – 945
2018
Q3 		$356K Buy
8,680
+2,685
+45% +$105K 0.01% 710
2018
Q2 		$219K Buy
+5,995
New +$216K 0.01% 865

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

Atria Investments's IGV Position: Q2 2026 in Review

Atria Investments increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 86% in Q2 2026, buying an estimated $1.86M and bringing the position to 45,209 shares worth $4.1M. The position accounts for 0.04% of the portfolio, ranked #451.

Atria Investments first reported a position in IGV in Q2 2018 and has held it in 17 quarters since. The position peaked at $9.24M in Q2 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Atria Investments held 45,209 shares of iShares Expanded Tech-Software Sector ETF worth $4.1M as of Q2 2026.
  • Atria Investments bought 20,939 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.86M.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #451 holding.
  • Atria Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 17 quarters since.
  • Atria Investments's iShares Expanded Tech-Software Sector ETF position peaked at $9.24M in Q2 2025.
  • 889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.