Harper Investing
IGV icon

Harper Investing’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Harper Investing’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 		$1.92M Buy
18,042
+1,513
+9% +$152K 0.59% 44
2026
Q2 		$1.5M Buy
16,529
+2,713
+20% +$241K 0.51% 46
2026
Q1 		$1.11M Buy
13,816
+2,739
+25% +$242K 0.48% 48
2025
Q4 		$1.17M Buy
11,077
+1,320
+14% +$145K 0.5% 38
2025
Q3 		$1.12M Buy
9,757
+1,538
+19% +$170K 0.53% 38
2025
Q2 		$900K Buy
8,219
+32
+0.4% +$3.16K 0.5% 39
2025
Q1 		$729K Buy
8,187
+1,903
+30% +$188K 0.48% 37
2024
Q4 		$629K Sell
6,284
-973
-13% -$96.4K 0.46% 34
2024
Q3 		$649K Buy
7,257
+1,583
+28% +$136K 0.43% 36
2024
Q2 		$493K Buy
+5,674
New +$466K 0.49% 34
2022
Q4 		– Sell
-9,355
Closed -$500K – 47
2022
Q3 		$500K Buy
9,355
+705
+8% +$40.1K 0.51% 36
2022
Q2 		$466K Buy
8,650
+1,635
+23% +$96.1K 0.47% 44
2022
Q1 		$484K Buy
+7,015
New +$482K 0.45% 43

Other funds holding IGV

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Harper Investing's IGV Position: Q3 2026 in Review

Harper Investing increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 9.2% in Q3 2026, buying an estimated $152K and bringing the position to 18,042 shares worth $1.92M. The position accounts for 0.59% of the portfolio, ranked #44.

Harper Investing first reported a position in IGV in Q1 2022 and has held it in 13 quarters since. 357 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Harper Investing held 18,042 shares of iShares Expanded Tech-Software Sector ETF worth $1.92M as of Q3 2026.
  • Harper Investing bought 1,513 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $152K.
  • iShares Expanded Tech-Software Sector ETF made up 0.59% of Harper Investing's portfolio in Q3 2026, its #44 holding.
  • Harper Investing first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 13 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.