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Baker Tilly Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Baker Tilly Wealth Management’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 		$464K Hold
4,357
– – 0.09% 171
2026
Q2 		$395K Sell
4,357
-27,062
-86% -$2.41M 0.08% 190
2026
Q1 		$2.52M Buy
+31,419
New +$2.78M 0.61% 36

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

Baker Tilly Wealth Management's IGV Position: Q3 2026 in Review

Baker Tilly Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 4,357 shares worth $464K. The position accounts for 0.09% of the portfolio, ranked #171.

Baker Tilly Wealth Management first reported a position in IGV in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.52M in Q1 2026. 42 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Baker Tilly Wealth Management held 4,357 shares of iShares Expanded Tech-Software Sector ETF worth $464K as of Q3 2026.
  • Baker Tilly Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.09% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Baker Tilly Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 3 quarters since.
  • Baker Tilly Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.52M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.