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B. Riley Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

B. Riley Wealth Advisors’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 		$533K Sell
5,933
-421
-7% -$37.4K 0.03% 450
2026
Q1 		$493K Buy
6,354
+3,079
+94% +$273K 0.03% 444
2025
Q4 		$346K Sell
3,275
-182
-5% -$20K 0.02% 654
2025
Q3 		$398K Sell
3,457
-345
-9% -$38.2K 0.02% 610
2025
Q2 		$416K Buy
+3,802
New +$376K 0.02% 599
2024
Q4 		$378K Sell
3,777
-873
-19% -$86.5K 0.01% 782
2024
Q3 		$414K Sell
4,650
-3,359
-42% -$288K 0.01% 820
2024
Q2 		$696K Buy
8,009
+6,020
+303% +$494K 0.02% 672
2024
Q1 		$679K Sell
1,989
-8,236
-81% -$695K 0.02% 652
2023
Q4 		$829K Buy
10,225
+280
+3% +$20.7K 0.02% 590
2023
Q3 		$679K Buy
9,945
+155
+2% +$10.9K 0.02% 652
2023
Q2 		$677K Buy
9,790
+435
+5% +$27.3K 0.02% 725
2023
Q1 		$570K Sell
9,355
-2,325
-20% -$130K 0.02% 749
2022
Q4 		$598K Buy
11,680
+30
+0.3% +$1.55K 0.02% 721
2022
Q3 		$583K Buy
11,650
+140
+1% +$7.96K 0.02% 686
2022
Q2 		$621K Sell
11,510
-13,995
-55% -$822K 0.03% 571
2022
Q1 		$1.76M Sell
25,505
-10,660
-29% -$732K 0.06% 331
2021
Q4 		$2.88M Sell
36,165
-3,700
-9% -$309K 0.08% 262
2021
Q3 		$3.18M Buy
39,865
+3,780
+10% +$309K 0.1% 228
2021
Q2 		$2.81M Sell
36,085
-2,015
-5% -$146K 0.09% 259
2021
Q1 		$2.6M Buy
38,100
+31,605
+487% +$2.24M 0.09% 253
2020
Q4 		$460K Sell
6,495
-200
-3% -$13.3K 0.02% 562
2020
Q3 		$415K Buy
6,695
+1,475
+28% +$88.6K 0.02% 603
2020
Q2 		$297K Sell
5,220
-840
-14% -$42.1K 0.02% 636
2020
Q1 		$255K Buy
6,060
+735
+14% +$34.8K 0.02% 592
2019
Q4 		$248K Buy
+5,325
New +$236K 0.02% 682
2015
Q1 		– Sell
-2,275
Closed -$42 – 1240
2014
Q4 		$42 Buy
+2,275
New +$40.7K ﹤0.01% 2181
2014
Q3 		– Sell
-2,655
Closed -$45.7K – 1241
2014
Q2 		$45.7K Buy
+2,655
New +$43.3K 0.01% 1070

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
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

B. Riley Wealth Advisors's IGV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 6.6% in Q2 2026, selling an estimated $37.4K and leaving 5,933 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #450.

B. Riley Wealth Advisors first reported a position in IGV in Q2 2014 and has held it in 28 quarters since. The position peaked at $3.18M in Q3 2021. 186 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • B. Riley Wealth Advisors held 5,933 shares of iShares Expanded Tech-Software Sector ETF worth $533K as of Q2 2026.
  • B. Riley Wealth Advisors sold 421 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $37.4K.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #450 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2014 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.18M in Q3 2021.
  • 186 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.