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

Ethos 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
Q2 		$595K Sell
6,568
-3,375
-34% -$300K 0.42% 46
2026
Q1 		$796K Sell
9,943
-2,833
-22% -$251K 0.68% 50
2025
Q4 		$1.35M Buy
+12,776
New +$1.4M 1.27% 38

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Ethos Capital Management's IGV Position: Q2 2026 in Review

Ethos Capital Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 34% in Q2 2026, selling an estimated $300K and leaving 6,568 shares worth $595K. The position accounts for 0.42% of the portfolio, ranked #46.

Ethos Capital Management first reported a position in IGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q4 2025. 465 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Ethos Capital Management held 6,568 shares of iShares Expanded Tech-Software Sector ETF worth $595K as of Q2 2026.
  • Ethos Capital Management sold 3,375 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $300K.
  • iShares Expanded Tech-Software Sector ETF made up 0.42% of Ethos Capital Management's portfolio in Q2 2026, its #46 holding.
  • Ethos Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.35M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.