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

Stratos 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 		$3.2M Buy
35,334
+10,000
+39% +$889K 0.03% 458
2026
Q1 		$2.03M Buy
25,334
+20,770
+455% +$1.84M 0.02% 566
2025
Q4 		$482K Sell
4,564
-4,090
-47% -$450K 0.01% 1058
2025
Q3 		$995K Sell
8,654
-18,674
-68% -$2.07M 0.01% 754
2025
Q2 		$2.99M Buy
27,328
+23,166
+557% +$2.29M 0.04% 390
2025
Q1 		$370K Sell
4,162
-1,136
-21% -$112K 0.01% 999
2024
Q4 		$530K Buy
5,298
+1,578
+42% +$156K 0.01% 915
2024
Q3 		$332K Buy
3,720
+19
+0.5% +$1.63K ﹤0.01% 1102
2024
Q2 		$322K Buy
+3,701
New +$304K 0.01% 1067
2021
Q2 		– Sell
-3,560
Closed -$243K – 1207
2021
Q1 		$243K Sell
3,560
-4,360
-55% -$309K 0.01% 965
2020
Q4 		$561K Buy
7,920
+4,210
+113% +$279K 0.02% 632
2020
Q3 		$231K Sell
3,710
-10,390
-74% -$624K 0.01% 872
2020
Q2 		$802K Buy
14,100
+130
+0.9% +$6.52K 0.03% 431
2020
Q1 		$588K Sell
13,970
-1,025
-7% -$48.5K 0.03% 472
2019
Q4 		$699K Buy
14,995
+3,395
+29% +$151K 0.03% 490
2019
Q3 		$492K Sell
11,600
-70
-0.6% -$3.06K 0.02% 571
2019
Q2 		$510K Buy
11,670
+1,950
+20% +$83.6K 0.02% 550
2019
Q1 		$410K Buy
+9,720
New +$384K 0.02% 614
2018
Q2 		– Sell
-2,890
Closed -$98K – 1729
2018
Q1 		$98K Sell
2,890
-135
-4% -$4.57K ﹤0.01% 1218
2017
Q4 		$94K Buy
+3,025
New +$93.2K ﹤0.01% 1219

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

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

Stratos Wealth Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 39% in Q2 2026, buying an estimated $889K and bringing the position to 35,334 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #458.

Stratos Wealth Partners first reported a position in IGV in Q4 2017 and has held it in 20 quarters since. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Stratos Wealth Partners held 35,334 shares of iShares Expanded Tech-Software Sector ETF worth $3.2M as of Q2 2026.
  • Stratos Wealth Partners bought 10,000 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $889K.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #458 holding.
  • Stratos Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and has held it in 20 quarters since.
  • 885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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