High Point Wealth Management
IGV icon

High Point Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

High Point Wealth 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 		$572K Hold
5,375
– – 0.45% 57
2026
Q2 		$487K Sell
5,375
-500
-9% -$44.5K 0.4% 60
2026
Q1 		$470K Hold
5,875
– – 0.45% 54
2025
Q4 		$621K Buy
+5,875
New +$646K 0.58% 41

Other funds holding IGV

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
SP Asset Management
SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

High Point Wealth Management's IGV Position: Q3 2026 in Review

High Point Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 5,375 shares worth $572K. The position accounts for 0.45% of the portfolio, ranked #57.

High Point Wealth Management first reported a position in IGV in Q4 2025 and has held it in 4 quarters since. The position peaked at $621K in Q4 2025. 491 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • High Point Wealth Management held 5,375 shares of iShares Expanded Tech-Software Sector ETF worth $572K as of Q3 2026.
  • High Point Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.45% of High Point Wealth Management's portfolio in Q3 2026, its #57 holding.
  • High Point Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $621K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.