Belpointe Asset Management
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Belpointe Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Belpointe Asset 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 		$871K Buy
+8,180
New +$820K 0.02% 572
2026
Q2 		– Sell
-2,556
Closed -$205K – 1171
2026
Q1 		$205K Buy
+2,556
New +$226K 0.01% 1011
2025
Q4 		– Sell
-10,766
Closed -$1.24M – 1068
2025
Q3 		$1.24M Sell
10,766
-1,921
-15% -$213K 0.05% 340
2025
Q2 		$1.39M Buy
12,687
+9,859
+349% +$975K 0.06% 268
2025
Q1 		$252K Buy
+2,828
New +$279K 0.01% 780
2024
Q2 		– Sell
-3,768
Closed -$321K – 893
2024
Q1 		$321K Buy
3,768
+1,083
+40% +$91.4K 0.02% 566
2023
Q4 		$218K Buy
+2,685
New +$199K 0.02% 633
2023
Q3 		– Sell
-4,845
Closed -$335K – 687
2023
Q2 		$335K Sell
4,845
-405
-8% -$25.4K 0.04% 411
2023
Q1 		$320K Sell
5,250
-830
-14% -$46.5K 0.02% 717
2022
Q4 		$311K Sell
6,080
-7,555
-55% -$392K 0.02% 715
2022
Q3 		$682K Buy
13,635
+7,780
+133% +$442K 0.05% 403
2022
Q2 		$315K Sell
5,855
-5,405
-48% -$318K 0.02% 658
2022
Q1 		$777K Sell
11,260
-4,495
-29% -$309K 0.05% 400
2021
Q4 		$1.25M Sell
15,755
-470
-3% -$39.2K 0.08% 258
2021
Q3 		$1.3M Buy
16,225
+6,370
+65% +$520K 0.09% 244
2021
Q2 		$769K Buy
9,855
+4,010
+69% +$291K 0.06% 359
2021
Q1 		$399K Sell
5,845
-10,390
-64% -$737K 0.03% 498
2020
Q4 		$1.15M Buy
16,235
+1,850
+13% +$123K 0.1% 224
2020
Q3 		$895K Sell
14,385
-2,200
-13% -$132K 0.1% 227
2020
Q2 		$943K Sell
16,585
-2,945
-15% -$148K 0.12% 180
2020
Q1 		$821K Buy
19,530
+13,825
+242% +$654K 0.14% 168
2019
Q4 		$266K Buy
5,705
+125
+2% +$5.54K 0.03% 466
2019
Q3 		$236K Buy
5,580
+150
+3% +$6.56K 0.04% 435
2019
Q2 		$237K Buy
+5,430
New +$233K 0.05% 375

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AGUR Provident & Training Funds Management
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Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
SP Asset Management
SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Belpointe Asset Management's IGV Position: Q3 2026 in Review

Belpointe Asset Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 8,180 shares worth $871K. The stake represents 0.02% of the portfolio and ranks #572 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IGV as recently as Q1 2026.

Belpointe Asset Management first reported a position in IGV in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.39M in Q2 2025. 539 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Belpointe Asset Management held 8,180 shares of iShares Expanded Tech-Software Sector ETF worth $871K as of Q3 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Belpointe Asset Management position in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #572 holding.
  • Belpointe Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 24 quarters since.
  • Belpointe Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.39M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.