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 Q2	$407K	Buy	4,491 +1,203	+37%	+$107K	0.03%	220
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 $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

Strategic Wealth Partners's IGV Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 37% in Q2 2026, buying an estimated $107K and bringing the position to 4,491 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #220.

Strategic Wealth Partners first reported a position in IGV in Q4 2017 and has held it in 14 quarters since. The position peaked at $11.1M in Q2 2025. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Strategic Wealth Partners held 4,491 shares of iShares Expanded Tech-Software Sector ETF worth $407K as of Q2 2026.
Strategic Wealth Partners bought 1,203 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $107K.
iShares Expanded Tech-Software Sector ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #220 holding.
Strategic Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $11.1M in Q2 2025.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.