EPG Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

EPG Wealth 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	$7.03K	Sell	66 -1	-1%	-$100	﹤0.01%	294
2026 Q2	$6.07K	Buy	67 +1	+2%	+$89	﹤0.01%	294
2026 Q1	$5.28K	Hold	66	–	–	﹤0.01%	299
2025 Q4	$6.98K	Hold	66	–	–	﹤0.01%	287
2025 Q3	$7.59K	Hold	66	–	–	﹤0.01%	287
2025 Q2	$7.23K	Buy	+66	New	+$6.53K	﹤0.01%	280
2020 Q2	–	Sell	-145	Closed	-$6K	–	432
2020 Q1	$6K	Buy	+145	New	+$6.86K	﹤0.01%	564

Other funds holding IGV

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

EPG Wealth Management's IGV Position: Q3 2026 in Review

EPG Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.5% in Q3 2026, selling an estimated $100 and leaving 66 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

EPG Wealth Management first reported a position in IGV in Q1 2020 and has held it in 7 quarters since. The position peaked at $7.59K in Q3 2025. 503 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

EPG Wealth Management held 66 shares of iShares Expanded Tech-Software Sector ETF worth $7.03K as of Q3 2026.
EPG Wealth Management sold 1 iShares Expanded Tech-Software Sector ETF share in Q3 2026, an estimated $100.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q3 2026, its #294 holding.
EPG Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 7 quarters since.
EPG Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $7.59K in Q3 2025.
503 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.