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Atwood & Palmer’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-4
Closed -$363 – 507
2026
Q2 		$363 Buy
+4
New +$356 ﹤0.01% 474

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

Atwood & Palmer's IGV Position: Q3 2026 in Review

Atwood & Palmer sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026, closing a stake of 4 shares — an estimated $363 sold.

Atwood & Palmer first reported a position in IGV in Q2 2026 and held it in 1 quarter. The position peaked at $363 in Q2 2026. 42 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Atwood & Palmer reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 4 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $363.
  • Atwood & Palmer first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2026 and held it in 1 quarter.
  • Atwood & Palmer's iShares Expanded Tech-Software Sector ETF position peaked at $363 in Q2 2026.
  • 42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.