Harmony Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Harmony Asset 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	$941K	Sell	8,841 -6,254	-41%	-$627K	0.24%	87
2026 Q2	$1.37M	Buy	+15,095	New	+$1.34M	0.37%	67
2025 Q4	–	Sell	-16,999	Closed	-$1.96M	–	185
2025 Q3	$1.96M	Buy	16,999 +3,228	+23%	+$357K	0.67%	41
2025 Q2	$1.51M	Sell	13,771 -893	-6%	-$88.3K	0.56%	49
2025 Q1	$1.3M	Buy	14,664 +414	+3%	+$40.9K	0.55%	54
2024 Q4	$1.43M	Buy	+14,250	New	+$1.41M	0.57%	48
2024 Q2	–	Sell	-17,673	Closed	-$1.51M	–	156
2024 Q1	$1.51M	Buy	17,673 +5,863	+50%	+$495K	0.62%	50
2023 Q4	$958K	Buy	+11,810	New	+$874K	0.41%	66

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

Harmony Asset Management's IGV Position: Q3 2026 in Review

Harmony Asset Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 41% in Q3 2026, selling an estimated $627K and leaving 8,841 shares worth $941K. The position accounts for 0.24% of the portfolio, ranked #87.

Harmony Asset Management first reported a position in IGV in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.96M in Q3 2025. 248 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Harmony Asset Management held 8,841 shares of iShares Expanded Tech-Software Sector ETF worth $941K as of Q3 2026.
Harmony Asset Management sold 6,254 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $627K.
iShares Expanded Tech-Software Sector ETF made up 0.24% of Harmony Asset Management's portfolio in Q3 2026, its #87 holding.
Harmony Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 8 quarters since.
Harmony Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.96M in Q3 2025.
248 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.