Ethos Capital Management
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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
Q3 		$571K Sell
5,359
-1,209
-18% -$121K 0.38% 44
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

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UBS Group
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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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

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

Ethos Capital Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 18% in Q3 2026, selling an estimated $121K and leaving 5,359 shares worth $571K. The position accounts for 0.38% of the portfolio, ranked #44.

Ethos Capital Management first reported a position in IGV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.35M in Q4 2025. 588 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Ethos Capital Management held 5,359 shares of iShares Expanded Tech-Software Sector ETF worth $571K as of Q3 2026.
  • Ethos Capital Management sold 1,209 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $121K.
  • iShares Expanded Tech-Software Sector ETF made up 0.38% of Ethos Capital Management's portfolio in Q3 2026, its #44 holding.
  • Ethos Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 4 quarters since.
  • Ethos Capital Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.35M in Q4 2025.
  • 588 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

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