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Steward Partners Investment Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Steward Partners Investment Advisory’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
35,518
+14,232
+67% +$1.27M 0.02% 725
2026
Q1 		$1.7M Buy
21,286
+8,269
+64% +$732K 0.01% 919
2025
Q4 		$1.38M Buy
13,017
+374
+3% +$41.1K 0.01% 925
2025
Q3 		$1.45M Buy
12,643
+1,351
+12% +$150K 0.01% 902
2025
Q2 		$1.24M Sell
11,292
-702
-6% -$69.4K 0.01% 897
2025
Q1 		$1.07M Sell
11,994
-2,751
-19% -$272K 0.01% 894
2024
Q4 		$1.48M Buy
14,745
+656
+5% +$65K 0.01% 731
2024
Q3 		$1.26M Sell
14,089
-1,375
-9% -$118K 0.01% 778
2024
Q2 		$1.34M Buy
15,464
+1,654
+12% +$136K 0.01% 712
2024
Q1 		$1.18M Hold
13,810
– – 0.01% 734
2023
Q4 		$1.12M Buy
13,810
+245
+2% +$18.1K 0.02% 685
2023
Q3 		$926K Sell
13,565
-1,625
-11% -$114K 0.01% 702
2023
Q2 		$1.05M Buy
15,190
+6,485
+74% +$407K 0.02% 679
2023
Q1 		$530K Sell
8,705
-2,280
-21% -$128K 0.01% 896
2022
Q4 		$562K Buy
10,985
+7,825
+248% +$406K 0.01% 867
2022
Q3 		$158K Sell
3,160
-55
-2% -$3.13K ﹤0.01% 1301
2022
Q2 		$173K Sell
3,215
-445
-12% -$26.2K ﹤0.01% 1266
2022
Q1 		$252K Sell
3,660
-11,260
-75% -$773K ﹤0.01% 1203
2021
Q4 		$1.19M Buy
14,920
+1,315
+10% +$110K 0.02% 638
2021
Q3 		$1.09M Buy
13,605
+1,555
+13% +$127K 0.02% 635
2021
Q2 		$940K Sell
12,050
-2,830
-19% -$205K 0.02% 698
2021
Q1 		$1.02M Sell
14,880
-16,665
-53% -$1.18M 0.02% 640
2020
Q4 		$2.23M Buy
31,545
+965
+3% +$63.9K 0.05% 345
2020
Q3 		$1.9M Buy
30,580
+110
+0.4% +$6.61K 0.05% 334
2020
Q2 		$1.73M Buy
30,470
+210
+0.7% +$10.5K 0.05% 334
2020
Q1 		$1.27M Buy
30,260
+540
+2% +$25.5K 0.05% 331
2019
Q4 		$1.39M Buy
29,720
+6,610
+29% +$293K 0.04% 371
2019
Q3 		$979K Sell
23,110
-3,240
-12% -$142K 0.03% 415
2019
Q2 		$1.15M Buy
26,350
+16,520
+168% +$708K 0.04% 360
2019
Q1 		$414K Sell
9,830
-585
-6% -$23.1K 0.02% 561
2018
Q4 		$361K Buy
10,415
+985
+10% +$35.7K 0.02% 566
2018
Q3 		$387K Buy
9,430
+290
+3% +$11.3K 0.02% 567
2018
Q2 		$334K Buy
+9,140
New +$329K 0.02% 542

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

Steward Partners Investment Advisory's IGV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 67% in Q2 2026, buying an estimated $1.27M and bringing the position to 35,518 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #725.

Steward Partners Investment Advisory first reported a position in IGV in Q2 2018 and has held it in 33 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Steward Partners Investment Advisory held 35,518 shares of iShares Expanded Tech-Software Sector ETF worth $3.22M as of Q2 2026.
  • Steward Partners Investment Advisory bought 14,232 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.27M.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #725 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 33 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.