ECM
IGV icon

Ebert Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ebert Capital Management’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 		$2.48M Sell
23,253
-1,441
-6% -$144K 2.15% 11
2026
Q2 		$2.24M Sell
24,694
-2,698
-10% -$240K 2.1% 12
2026
Q1 		$2.19M Sell
27,392
-6,117
-18% -$541K 2.24% 11
2025
Q4 		$3.03M Buy
+33,509
New +$3.68M 2.93% 9

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
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Ebert Capital Management's IGV Position: Q3 2026 in Review

Ebert Capital Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5.8% in Q3 2026, selling an estimated $144K and leaving 23,253 shares worth $2.48M. The position accounts for 2.15% of the portfolio, ranked #11.

Ebert Capital Management first reported a position in IGV in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.03M in Q4 2025. 42 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Ebert Capital Management held 23,253 shares of iShares Expanded Tech-Software Sector ETF worth $2.48M as of Q3 2026.
  • Ebert Capital Management sold 1,441 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $144K.
  • iShares Expanded Tech-Software Sector ETF made up 2.15% of Ebert Capital Management's portfolio in Q3 2026, its #11 holding.
  • Ebert Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 4 quarters since.
  • Ebert Capital Management's iShares Expanded Tech-Software Sector ETF position peaked at $3.03M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.