Stratos Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Stratos Wealth 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	$1.44M	Buy	15,914 +758	+5%	+$67.4K	0.08%	234
2026 Q1	$1.21M	Buy	+15,156	New	+$1.34M	0.07%	245
2025 Q4	–	Sell	-1,872	Closed	-$215K	–	675
2025 Q3	$215K	Sell	1,872 -1,317	-41%	-$146K	0.01%	631
2025 Q2	$349K	Buy	+3,189	New	+$315K	0.02%	511
2025 Q1	–	Sell	-2,505	Closed	-$251K	–	706
2024 Q4	$251K	Buy	+2,505	New	+$248K	0.01%	621
2024 Q1	–	Sell	-3,050	Closed	-$247K	–	698
2023 Q4	$247K	Buy	+3,050	New	+$226K	0.01%	595
2023 Q3	–	Sell	-3,890	Closed	-$269K	–	691
2023 Q2	$269K	Buy	+3,890	New	+$244K	0.02%	537
2021 Q4	–	Sell	-35,800	Closed	-$2.86M	–	557
2021 Q3	$2.86M	Buy	+35,800	New	+$2.92M	0.24%	113

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

Stratos Wealth Advisors's IGV Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5% in Q2 2026, buying an estimated $67.4K and bringing the position to 15,914 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #234.

Stratos Wealth Advisors first reported a position in IGV in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.86M in Q3 2021. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Stratos Wealth Advisors held 15,914 shares of iShares Expanded Tech-Software Sector ETF worth $1.44M as of Q2 2026.
Stratos Wealth Advisors bought 758 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $67.4K.
iShares Expanded Tech-Software Sector ETF made up 0.08% of Stratos Wealth Advisors's portfolio in Q2 2026, its #234 holding.
Stratos Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and has held it in 8 quarters since.
Stratos Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $2.86M in Q3 2021.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.