Realta Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Realta Investment 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	$520K	Buy	5,745 +545	+10%	+$48.5K	0.16%	132
2026 Q1	$416K	Buy	+5,200	New	+$460K	0.14%	137
2025 Q3	–	Sell	-6,416	Closed	-$703K	–	342
2025 Q2	$703K	Buy	6,416 +5,026	+362%	+$497K	0.28%	78
2025 Q1	$124K	Buy	1,390 +795	+134%	+$78.5K	0.06%	198
2024 Q4	$60.4K	Hold	595	–	–	0.02%	241
2024 Q3	$55.5K	Sell	595 -700	-54%	-$60K	0.03%	237
2024 Q2	$113K	Buy	1,295 +365	+39%	+$30K	0.02%	457
2024 Q1	$79.3K	Buy	+930	New	+$78.5K	0.02%	501
2023 Q4	–	Sell	-1,180	Closed	-$81.6K	–	590
2023 Q3	$81.6K	Hold	1,180	–	–	0.02%	481
2023 Q2	$81.6K	Buy	+1,180	New	+$74.1K	0.02%	509
2023 Q1	–	Sell	-1,180	Closed	-$60.4K	–	602
2022 Q4	$60.4K	Hold	1,180	–	–	0.01%	540
2022 Q3	$59K	Buy	+1,180	New	+$67.1K	0.02%	515

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

Realta Investment Advisors's IGV Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 10% in Q2 2026, buying an estimated $48.5K and bringing the position to 5,745 shares worth $520K. The position accounts for 0.16% of the portfolio, ranked #132.

Realta Investment Advisors first reported a position in IGV in Q3 2022 and has held it in 12 quarters since. The position peaked at $703K in Q2 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Realta Investment Advisors held 5,745 shares of iShares Expanded Tech-Software Sector ETF worth $520K as of Q2 2026.
Realta Investment Advisors bought 545 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $48.5K.
iShares Expanded Tech-Software Sector ETF made up 0.16% of Realta Investment Advisors's portfolio in Q2 2026, its #132 holding.
Realta Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2022 and has held it in 12 quarters since.
Realta Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $703K in Q2 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.