Howard Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Howard Financial Services’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	$219K	Buy	+2,052	New	+$206K	0.02%	218
2026 Q2	–	Sell	-2,662	Closed	-$213K	–	247
2026 Q1	$213K	Buy	2,662 +634	+31%	+$56.1K	0.02%	211
2025 Q4	$214K	Hold	2,028	–	–	0.03%	193
2025 Q3	$233K	Sell	2,028 -10	-0.5%	-$1.11K	0.03%	171
2025 Q2	$223K	Buy	+2,038	New	+$202K	0.03%	164
2022 Q2	–	Sell	-3,580	Closed	-$247K	–	130
2022 Q1	$247K	Buy	3,580 +285	+9%	+$19.6K	0.07%	111
2021 Q4	$262K	Hold	3,295	–	–	0.08%	103
2021 Q3	$263K	Buy	3,295 +595	+22%	+$48.6K	0.1%	96
2021 Q2	$211K	Buy	+2,700	New	+$196K	0.08%	112
2021 Q1	–	Sell	-2,850	Closed	-$202K	–	128
2020 Q4	$202K	Buy	+2,850	New	+$189K	0.11%	105

Other funds holding IGV

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 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

Howard Financial Services's IGV Position: Q3 2026 in Review

Howard Financial Services opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 2,052 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in IGV as recently as Q1 2026.

Howard Financial Services first reported a position in IGV in Q4 2020 and has held it in 10 quarters since. The position peaked at $263K in Q3 2021. 434 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Howard Financial Services held 2,052 shares of iShares Expanded Tech-Software Sector ETF worth $219K as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Howard Financial Services position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Howard Financial Services's portfolio in Q3 2026, its #218 holding.
Howard Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 10 quarters since.
Howard Financial Services's iShares Expanded Tech-Software Sector ETF position peaked at $263K in Q3 2021.
434 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.