Compass Financial Management
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Compass Financial Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Compass Financial 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 		$44.9K Buy
422
+96
+29% +$9.6K ﹤0.01% 771
2026
Q2 		$31.8K Buy
+326
New +$29K ﹤0.01% 783

Other funds holding IGV

Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Compass Financial Management's IGV Position: Q3 2026 in Review

Compass Financial Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 29% in Q3 2026, buying an estimated $9.6K and bringing the position to 422 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Compass Financial Management first reported a position in IGV in Q2 2026 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Compass Financial Management held 422 shares of iShares Expanded Tech-Software Sector ETF worth $44.9K as of Q3 2026.
  • Compass Financial Management bought 96 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $9.6K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #771 holding.
  • Compass Financial Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.