Gimbal Financial
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Gimbal Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Gimbal Financial’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 		$11.3M Buy
+106,068
New +$10.6M 6.56% 3
2025
Q3 		– Sell
-146,995
Closed -$16.1M – 57
2025
Q2 		$16.1M Buy
+146,995
New +$14.5M 9.89% 2
2024
Q1 		– Sell
-166,305
Closed -$13.5M – 47
2023
Q4 		$13.5M Buy
+166,305
New +$12.3M 13.53% 2

Other funds holding IGV

Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Gimbal Financial's IGV Position: Q3 2026 in Review

Gimbal Financial opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 106,068 shares worth $11.3M. The stake represents 6.56% of the portfolio and ranks #3 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in IGV as recently as Q2 2025.

Gimbal Financial first reported a position in IGV in Q4 2023 and has held it in 3 quarters since. The position peaked at $16.1M in Q2 2025. 707 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Gimbal Financial held 106,068 shares of iShares Expanded Tech-Software Sector ETF worth $11.3M as of Q3 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Gimbal Financial position in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 6.56% of Gimbal Financial's portfolio in Q3 2026, its #3 holding.
  • Gimbal Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 3 quarters since.
  • Gimbal Financial's iShares Expanded Tech-Software Sector ETF position peaked at $16.1M in Q2 2025.
  • 707 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.