Crown Wealth Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Crown Wealth Group’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	$4.46M	Buy	+41,925	New	+$4.2M	1.11%	18

Other funds holding IGV

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Noesis Capital Mangement Boca Raton, Florida $843M AUM 33.46% 1-Year Est. Return

Crown Wealth Group's IGV Position: Q3 2026 in Review

Crown Wealth Group opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 41,925 shares worth $4.46M. The stake represents 1.11% of the portfolio and ranks #18 among its holdings.

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

Crown Wealth Group held 41,925 shares of iShares Expanded Tech-Software Sector ETF worth $4.46M as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Crown Wealth Group position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 1.11% of Crown Wealth Group's portfolio in Q3 2026, its #18 holding.
340 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.