Kingswood Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Kingswood 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	$637K	Buy	7,030 +1,316	+23%	+$117K	0.03%	534
2026 Q1	$457K	Buy	5,714 +3,481	+156%	+$308K	0.02%	571
2025 Q4	$236K	Sell	2,233 -3,423	-61%	-$376K	0.01%	764
2025 Q3	$650K	Buy	5,656 +164	+3%	+$18.2K	0.04%	414
2025 Q2	$601K	Buy	5,492 +2,463	+81%	+$244K	0.05%	364
2025 Q1	$271K	Sell	3,029 -502	-14%	-$49.6K	0.02%	582
2024 Q4	$354K	Buy	+3,531	New	+$350K	0.03%	551
2023 Q3	–	Sell	-3,370	Closed	-$233K	–	459
2023 Q2	$233K	Buy	+3,370	New	+$212K	0.07%	228

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

Kingswood Wealth Advisors's IGV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 23% in Q2 2026, buying an estimated $117K and bringing the position to 7,030 shares worth $637K. The position accounts for 0.03% of the portfolio, ranked #534.

Kingswood Wealth Advisors first reported a position in IGV in Q2 2023 and has held it in 8 quarters since. The position peaked at $650K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Kingswood Wealth Advisors held 7,030 shares of iShares Expanded Tech-Software Sector ETF worth $637K as of Q2 2026.
Kingswood Wealth Advisors bought 1,316 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $117K.
iShares Expanded Tech-Software Sector ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #534 holding.
Kingswood Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 8 quarters since.
Kingswood Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $650K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.