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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 		$126K Buy
+1,400
New +$124K 0.01% 823

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
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 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

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. 218 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.
  • 218 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.