Strategic Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Strategic Wealth Partners’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 Q1	$263K	Buy	3,288 +233	+8%	+$20.6K	0.02%	268
2025 Q4	$323K	Sell	3,055 -1,769	-37%	-$194K	0.02%	256
2025 Q3	$555K	Sell	4,824 -96,341	-95%	-$10.7M	0.04%	217
2025 Q2	$11.1M	Buy	+101,165	New	+$10M	0.87%	32
2024 Q4	$10.7M	Buy	+100,040	New	+$9.91M	0.88%	32
2019 Q4	–	Sell	-1,185	Closed	-$49	–	300
2019 Q3	$49	Hold	1,185	–	–	﹤0.01%	299
2019 Q2	$51K	Hold	1,185	–	–	0.02%	229
2019 Q1	$51K	Hold	1,185	–	–	0.02%	238
2018 Q4	$43K	Hold	1,185	–	–	0.02%	245
2018 Q3	$49K	Hold	1,185	–	–	0.03%	233
2018 Q2	$43K	Hold	1,185	–	–	0.02%	266
2018 Q1	$40K	Hold	1,185	–	–	0.02%	262
2017 Q4	$37K	Buy	+1,185	New	+$36.5K	0.02%	243

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Strategic Wealth Partners's IGV Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 7.6% in Q1 2026, buying an estimated $20.6K and bringing the position to 3,288 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #268.

Strategic Wealth Partners first reported a position in IGV in Q4 2017 and has held it in 13 quarters since. The position peaked at $11.1M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Strategic Wealth Partners held 3,288 shares of iShares Expanded Tech-Software Sector ETF worth $263K as of Q1 2026.
Strategic Wealth Partners bought 233 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $20.6K.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #268 holding.
Strategic Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $11.1M in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.