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

Atria Wealth Solutions’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
2025 Q2	$2.03M	Sell	18,492 -19,956	-52%	-$1.97M	0.05%	415
2025 Q1	$3.42M	Sell	38,448 -10,012	-21%	-$989K	0.04%	452
2024 Q4	$4.85M	Buy	48,460 +11,798	+32%	+$1.17M	0.05%	358
2024 Q3	$3.28M	Sell	36,662 -9,745	-21%	-$835K	0.04%	470
2024 Q2	$4.03M	Sell	46,407 -10,018	-18%	-$823K	0.04%	390
2024 Q1	$4.81M	Sell	56,425 -16,965	-23%	-$1.43M	0.05%	352
2023 Q4	$5.95M	Sell	73,390 -4,825	-6%	-$357K	0.07%	263
2023 Q3	$5.34M	Buy	78,215 +3,785	+5%	+$265K	0.07%	275
2023 Q2	$5.15M	Sell	74,430 -2,750	-4%	-$173K	0.07%	275
2023 Q1	$4.7M	Sell	77,180 -4,850	-6%	-$272K	0.07%	281
2022 Q4	$4.2M	Sell	82,030 -8,530	-9%	-$442K	0.07%	287
2022 Q3	$4.53M	Buy	90,560 +64,340	+245%	+$3.66M	0.08%	250
2022 Q2	$1.41M	Sell	26,220 -44,335	-63%	-$2.61M	0.03%	561
2022 Q1	$4.87M	Buy	+70,555	New	+$4.85M	0.08%	260

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's IGV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 52% in Q2 2025, selling an estimated $1.97M and leaving 18,492 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #415.

Atria Wealth Solutions first reported a position in IGV in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.95M in Q4 2023. 686 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Atria Wealth Solutions held 18,492 shares of iShares Expanded Tech-Software Sector ETF worth $2.03M as of Q2 2025.
Atria Wealth Solutions sold 19,956 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $1.97M.
iShares Expanded Tech-Software Sector ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #415 holding.
Atria Wealth Solutions first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Expanded Tech-Software Sector ETF position peaked at $5.95M in Q4 2023.
686 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.