GoalVest Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

GoalVest Advisory’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	$1.64M	Buy	+60,650	New	+$6.08M	0.28%	48

Other funds holding IGV

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

GoalVest Advisory's IGV Position: Q3 2026 in Review

GoalVest Advisory opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 60,650 shares worth $1.64M. The stake represents 0.28% of the portfolio and ranks #48 among its holdings.

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

GoalVest Advisory held 60,650 shares of iShares Expanded Tech-Software Sector ETF worth $1.64M as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new GoalVest Advisory position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.28% of GoalVest Advisory's portfolio in Q3 2026, its #48 holding.
42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.