Gentry Private Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Gentry Private Wealth’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	$613K	Buy	+5,756	New	+$577K	0.31%	44

Other funds holding IGV

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Gentry Private Wealth's IGV Position: Q3 2026 in Review

Gentry Private Wealth opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 5,756 shares worth $613K. The stake represents 0.31% of the portfolio and ranks #44 among its holdings.

707 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Gentry Private Wealth held 5,756 shares of iShares Expanded Tech-Software Sector ETF worth $613K as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Gentry Private Wealth position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.31% of Gentry Private Wealth's portfolio in Q3 2026, its #44 holding.
707 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.