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

Dupree Financial 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 		$356K Sell
3,341
-40
-1% -$4.01K 0.13% 63
2026
Q2 		$306K Buy
3,381
+16
+0.5% +$1.42K 0.11% 67
2026
Q1 		$269K Buy
3,365
+48
+1% +$4.25K 0.11% 65
2025
Q4 		$351K Sell
3,317
-224
-6% -$24.6K 0.13% 63
2025
Q3 		$407K Sell
3,541
-48
-1% -$5.31K 0.15% 52
2025
Q2 		$393K Sell
3,589
-39
-1% -$3.86K 0.15% 56
2025
Q1 		$323K Sell
3,628
-85
-2% -$8.39K 0.13% 59
2024
Q4 		$372K Sell
3,713
-24
-0.6% -$2.38K 0.17% 50
2024
Q3 		$334K Buy
3,737
+31
+0.8% +$2.66K 0.13% 58
2024
Q2 		$322K Sell
3,706
-3,951
-52% -$325K 0.15% 50
2024
Q1 		$653K Sell
7,657
-253
-3% -$21.4K 0.29% 34
2023
Q4 		$642K Buy
+7,910
New +$585K 0.31% 32

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

Dupree Financial Group's IGV Position: Q3 2026 in Review

Dupree Financial Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.2% in Q3 2026, selling an estimated $4.01K and leaving 3,341 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #63.

Dupree Financial Group first reported a position in IGV in Q4 2023 and has held it in 12 quarters since. The position peaked at $653K in Q1 2024. 42 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Dupree Financial Group held 3,341 shares of iShares Expanded Tech-Software Sector ETF worth $356K as of Q3 2026.
  • Dupree Financial Group sold 40 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $4.01K.
  • iShares Expanded Tech-Software Sector ETF made up 0.13% of Dupree Financial Group's portfolio in Q3 2026, its #63 holding.
  • Dupree Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 12 quarters since.
  • Dupree Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $653K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.