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Spartan Wealth Advisory Services LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$3.28M Buy
36,212
+1,342
+4% +$119K 0.27% 81
2026
Q1 		$2.79M Buy
+34,870
New +$3.09M 0.24% 88

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's IGV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.8% in Q2 2026, buying an estimated $119K and bringing the position to 36,212 shares worth $3.28M. The position accounts for 0.27% of the portfolio, ranked #81.

Spartan Wealth Advisory Services LLC first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. 837 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 36,212 shares of iShares Expanded Tech-Software Sector ETF worth $3.28M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,342 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $119K.
  • iShares Expanded Tech-Software Sector ETF made up 0.27% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #81 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.