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Coastline Trust’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Coastline Trust’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
-125
Closed -$11.3K – 370
2026
Q2 		$11.3K Hold
125
– – ﹤0.01% 361
2026
Q1 		$10K Hold
125
– – ﹤0.01% 362
2025
Q4 		$13.2K Hold
125
– – ﹤0.01% 346
2025
Q3 		$14.4K Hold
125
– – ﹤0.01% 326
2025
Q2 		$13.7K Hold
125
– – ﹤0.01% 329
2025
Q1 		$11.1K Hold
125
– – ﹤0.01% 340
2024
Q4 		$12.5K Hold
125
– – ﹤0.01% 353
2024
Q3 		$11.2K Buy
+125
New +$10.7K ﹤0.01% 376

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Coastline Trust's IGV Position: Q3 2026 in Review

Coastline Trust sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026, closing a stake of 125 shares — an estimated $11.3K sold.

Coastline Trust first reported a position in IGV in Q3 2024 and held it in 8 quarters. The position peaked at $14.4K in Q3 2025. 85 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Coastline Trust reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 125 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $11.3K.
  • Coastline Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and held it in 8 quarters.
  • Coastline Trust's iShares Expanded Tech-Software Sector ETF position peaked at $14.4K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.