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

Convergence Financial’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	$979K	Buy	+9,193	New	+$921K	0.14%	114

Other funds holding IGV

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Convergence Financial's IGV Position: Q3 2026 in Review

Convergence Financial opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 9,193 shares worth $979K. The stake represents 0.14% of the portfolio and ranks #114 among its holdings.

588 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Convergence Financial held 9,193 shares of iShares Expanded Tech-Software Sector ETF worth $979K as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Convergence Financial position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.14% of Convergence Financial's portfolio in Q3 2026, its #114 holding.
588 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.