U.S. Capital Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

U.S. Capital 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 Q1	$9.03M	Buy	112,761 +35,470	+46%	+$3.14M	0.23%	104
2025 Q4	$8.17M	Buy	77,291 +2,435	+3%	+$268K	0.21%	119
2025 Q3	$8.61M	Sell	74,856 -433	-0.6%	-$47.9K	0.23%	109
2025 Q2	$8.24M	Buy	75,289 +910	+1%	+$90K	0.24%	110
2025 Q1	$6.62M	Sell	74,379 -3,742	-5%	-$370K	0.2%	129
2024 Q4	$7.82M	Buy	+78,121	New	+$7.74M	0.24%	89
2023 Q1	–	Sell	-1,320	Closed	-$67.5K	–	1053
2022 Q4	$67.5K	Buy	+1,320	New	+$68.4K	﹤0.01%	807
2022 Q2	–	Sell	-41,305	Closed	-$2.85M	–	702
2022 Q1	$2.85M	Buy	41,305 +1,375	+3%	+$94.4K	0.1%	192
2021 Q4	$3.18M	Buy	39,930 +415	+1%	+$34.7K	0.13%	178
2021 Q3	$3.15M	Buy	+39,515	New	+$3.23M	0.14%	176

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

U.S. Capital Wealth Advisors's IGV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 46% in Q1 2026, buying an estimated $3.14M and bringing the position to 112,761 shares worth $9.03M. The position accounts for 0.23% of the portfolio, ranked #104.

U.S. Capital Wealth Advisors first reported a position in IGV in Q3 2021 and has held it in 10 quarters since. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

U.S. Capital Wealth Advisors held 112,761 shares of iShares Expanded Tech-Software Sector ETF worth $9.03M as of Q1 2026.
U.S. Capital Wealth Advisors bought 35,470 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $3.14M.
iShares Expanded Tech-Software Sector ETF made up 0.23% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #104 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and has held it in 10 quarters since.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.