Guardian Wealth Advisors (North Carolina)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-900	Closed	-$72K	–	478
2026 Q1	$72K	Buy	+900	New	+$79.7K	﹤0.01%	418
2025 Q3	–	Sell	-900	Closed	-$98.5K	–	443
2025 Q2	$98.5K	Sell	900 -262	-23%	-$25.9K	0.01%	368
2025 Q1	$103K	Buy	1,162 +262	+29%	+$25.9K	0.01%	346
2024 Q4	$90.1K	Hold	900	–	–	0.01%	344
2024 Q3	$80.4K	Hold	900	–	–	0.01%	292
2024 Q2	$78.2K	Hold	900	–	–	0.01%	284
2024 Q1	$76.7K	Sell	900 -260	-22%	-$21.9K	0.01%	296
2023 Q4	$94.1K	Hold	1,160	–	–	0.01%	269
2023 Q3	$79.2K	Buy	+1,160	New	+$81.4K	0.01%	268
2023 Q2	–	Sell	-385	Closed	-$23.5K	–	424
2023 Q1	$23.5K	Buy	+385	New	+$21.6K	﹤0.01%	309

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IGV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 900 shares — an estimated $72K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IGV in Q1 2023 and held it in 10 quarters. The position peaked at $103K in Q1 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 900 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $72K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 10 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Expanded Tech-Software Sector ETF position peaked at $103K in Q1 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.