SWP
IGV icon

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
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 $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

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

Stratos Wealth Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 455% in Q1 2026, buying an estimated $1.84M and bringing the position to 25,334 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #566.

Stratos Wealth Partners first reported a position in IGV in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.99M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Stratos Wealth Partners held 25,334 shares of iShares Expanded Tech-Software Sector ETF worth $2.03M as of Q1 2026.
  • Stratos Wealth Partners bought 20,770 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.84M.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #566 holding.
  • Stratos Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and has held it in 19 quarters since.
  • Stratos Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $2.99M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.