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Kestra Private Wealth Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Kestra Private Wealth Services’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 		$3.22M Buy
35,536
+7,371
+26% +$655K 0.04% 451
2026
Q1 		$2.25M Buy
28,165
+5,621
+25% +$498K 0.03% 513
2025
Q4 		$2.38M Buy
22,544
+1,211
+6% +$133K 0.03% 491
2025
Q3 		$2.45M Buy
21,333
+1,145
+6% +$127K 0.03% 471
2025
Q2 		$2.21M Buy
20,188
+1,475
+8% +$146K 0.03% 471
2025
Q1 		$1.67M Buy
18,713
+679
+4% +$67.1K 0.03% 511
2024
Q4 		$1.81M Buy
18,034
+3,625
+25% +$359K 0.03% 458
2024
Q3 		$1.29M Buy
14,409
+341
+2% +$29.2K 0.02% 533
2024
Q2 		$1.22M Buy
14,068
+1,116
+9% +$91.7K 0.02% 517
2024
Q1 		$1.1M Buy
12,952
+447
+4% +$37.7K 0.02% 528
2023
Q4 		$1.01M Buy
12,505
+1,825
+17% +$135K 0.03% 526
2023
Q3 		$729K Buy
10,680
+325
+3% +$22.8K 0.02% 549
2023
Q2 		$716K Sell
10,355
-285
-3% -$17.9K 0.02% 519
2023
Q1 		$648K Sell
10,640
-370
-3% -$20.7K 0.03% 526
2022
Q4 		$563K Sell
11,010
-955
-8% -$49.5K 0.03% 496
2022
Q3 		$599K Sell
11,965
-1,395
-10% -$79.3K 0.03% 448
2022
Q2 		$720K Sell
13,360
-590
-4% -$34.7K 0.04% 407
2022
Q1 		$962K Sell
13,950
-2,825
-17% -$194K 0.05% 387
2021
Q4 		$1.33M Buy
16,775
+190
+1% +$15.9K 0.06% 315
2021
Q3 		$1.32M Buy
16,585
+1,875
+13% +$153K 0.07% 292
2021
Q2 		$1.15M Buy
14,710
+180
+1% +$13K 0.07% 301
2021
Q1 		$992K Buy
14,530
+60
+0.4% +$4.25K 0.07% 290
2020
Q4 		$1.02M Sell
14,470
-1,425
-9% -$94.4K 0.08% 263
2020
Q3 		$974K Buy
+15,895
New +$955K 0.08% 246

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

Kestra Private Wealth Services's IGV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 26% in Q2 2026, buying an estimated $655K and bringing the position to 35,536 shares worth $3.22M. The position accounts for 0.04% of the portfolio, ranked #451.

Kestra Private Wealth Services first reported a position in IGV in Q3 2020 and has held it in 24 quarters since. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Kestra Private Wealth Services held 35,536 shares of iShares Expanded Tech-Software Sector ETF worth $3.22M as of Q2 2026.
  • Kestra Private Wealth Services bought 7,371 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $655K.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #451 holding.
  • Kestra Private Wealth Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 24 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.