Halbert Hargrove Global Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Halbert Hargrove Global Advisors’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	$33.5K	Hold	315	–	–	﹤0.01%	222
2026 Q2	$28.5K	Hold	315	–	–	﹤0.01%	246
2026 Q1	$25.2K	Hold	315	–	–	﹤0.01%	233
2025 Q4	$33.3K	Hold	315	–	–	﹤0.01%	222
2025 Q3	$36.2K	Hold	315	–	–	﹤0.01%	207
2025 Q2	$34.5K	Hold	315	–	–	﹤0.01%	166
2025 Q1	$28K	Hold	315	–	–	﹤0.01%	177
2024 Q4	$31.5K	Buy	+315	New	+$31.2K	﹤0.01%	176

Other funds holding IGV

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Gimbal Financial Carmel, Indiana $172M AUM

Halbert Hargrove Global Advisors's IGV Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 315 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Halbert Hargrove Global Advisors first reported a position in IGV in Q4 2024 and has held it in 8 quarters since. The position peaked at $36.2K in Q3 2025. 248 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Halbert Hargrove Global Advisors held 315 shares of iShares Expanded Tech-Software Sector ETF worth $33.5K as of Q3 2026.
Halbert Hargrove Global Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #222 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $36.2K in Q3 2025.
248 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.