E&G Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

E&G Advisors’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	$270K	Buy	2,535 +310	+14%	+$31.1K	0.05%	210
2026 Q2	$202K	Buy	+2,225	New	+$198K	0.04%	236
2025 Q3	–	Sell	-5,305	Closed	-$581K	–	231
2025 Q2	$581K	Sell	5,305 -125	-2%	-$12.4K	0.15%	120
2025 Q1	$483K	Buy	5,430 +1,030	+23%	+$102K	0.14%	125
2024 Q4	$441K	Sell	4,400 -800	-15%	-$79.3K	0.12%	131
2024 Q3	$465K	Hold	5,200	–	–	0.13%	126
2024 Q2	$452K	Hold	5,200	–	–	0.13%	126
2024 Q1	$443K	Buy	+5,200	New	+$439K	0.14%	125

Other funds holding IGV

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

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

E&G Advisors's IGV Position: Q3 2026 in Review

E&G Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 14% in Q3 2026, buying an estimated $31.1K and bringing the position to 2,535 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #210.

E&G Advisors first reported a position in IGV in Q1 2024 and has held it in 8 quarters since. The position peaked at $581K in Q2 2025. 248 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

E&G Advisors held 2,535 shares of iShares Expanded Tech-Software Sector ETF worth $270K as of Q3 2026.
E&G Advisors bought 310 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $31.1K.
iShares Expanded Tech-Software Sector ETF made up 0.05% of E&G Advisors's portfolio in Q3 2026, its #210 holding.
E&G Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 8 quarters since.
E&G Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $581K in Q2 2025.
248 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.