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Herbst Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Herbst Group’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 		$4.53M Sell
42,542
-5,088
-11% -$510K 2.58% 13
2026
Q2 		$4.32M Buy
47,630
+19,677
+70% +$1.75M 2.35% 16
2026
Q1 		$2.24M Buy
+27,953
New +$2.47M 1.38% 32

Other funds holding IGV

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $172M AUM
JWM
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Herbst Group's IGV Position: Q3 2026 in Review

Herbst Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 11% in Q3 2026, selling an estimated $510K and leaving 42,542 shares worth $4.53M. The position accounts for 2.58% of the portfolio, ranked #13.

Herbst Group first reported a position in IGV in Q1 2026 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Herbst Group held 42,542 shares of iShares Expanded Tech-Software Sector ETF worth $4.53M as of Q3 2026.
  • Herbst Group sold 5,088 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $510K.
  • iShares Expanded Tech-Software Sector ETF made up 2.58% of Herbst Group's portfolio in Q3 2026, its #13 holding.
  • Herbst Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.