Dynamic Wealth Strategies
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Dynamic Wealth Strategies’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Dynamic Wealth Strategies’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 		$3.29M Sell
30,919
-5,772
-16% -$579K 1.75% 16
2026
Q2 		$3.32M Buy
36,691
+6,186
+20% +$550K 1.77% 16
2026
Q1 		$2.44M Buy
30,505
+4,172
+16% +$369K 1.41% 18
2025
Q4 		$2.78M Buy
26,333
+7,651
+41% +$841K 1.66% 17
2025
Q3 		$2.15M Buy
+18,682
New +$2.07M 1.44% 19

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
Citigroup
Citigroup New York $308B AUM 40.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Dynamic Wealth Strategies's IGV Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 16% in Q3 2026, selling an estimated $579K and leaving 30,919 shares worth $3.29M. The position accounts for 1.75% of the portfolio, ranked #16.

Dynamic Wealth Strategies first reported a position in IGV in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.32M in Q2 2026. 640 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Dynamic Wealth Strategies held 30,919 shares of iShares Expanded Tech-Software Sector ETF worth $3.29M as of Q3 2026.
  • Dynamic Wealth Strategies sold 5,772 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $579K.
  • iShares Expanded Tech-Software Sector ETF made up 1.75% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #16 holding.
  • Dynamic Wealth Strategies first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 5 quarters since.
  • Dynamic Wealth Strategies's iShares Expanded Tech-Software Sector ETF position peaked at $3.32M in Q2 2026.
  • 640 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.