Kestra Advisory Services
IGV icon

Kestra Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Kestra Advisory 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 		$9.6M Buy
90,132
+155
+0.2% +$15.5K 0.03% 581
2026
Q2 		$8.15M Sell
89,977
-165
-0.2% -$14.7K 0.03% 597
2026
Q1 		$7.22M Buy
90,142
+38,291
+74% +$3.39M 0.03% 607
2025
Q4 		$5.48M Buy
51,851
+3,823
+8% +$420K 0.02% 681
2025
Q3 		$5.52M Buy
48,028
+3,104
+7% +$344K 0.03% 636
2025
Q2 		$4.92M Buy
44,924
+18,610
+71% +$1.84M 0.02% 651
2025
Q1 		$2.34M Sell
26,314
-9,579
-27% -$946K 0.01% 915
2024
Q4 		$3.59M Buy
35,893
+19,583
+120% +$1.94M 0.02% 721
2024
Q3 		$1.46M Sell
16,310
-15,629
-49% -$1.34M 0.01% 1123
2024
Q2 		$1.52M Buy
31,939
+4,776
+18% +$392K 0.01% 1107
2024
Q1 		$2.32M Buy
27,163
+7,483
+38% +$631K 0.02% 814
2023
Q4 		$1.6M Sell
19,680
-2,040
-9% -$151K 0.01% 905
2023
Q3 		$1.48M Sell
21,720
-8,255
-28% -$579K 0.01% 811
2023
Q2 		$2.07M Buy
29,975
+7,825
+35% +$491K 0.02% 656
2023
Q1 		$1.35M Buy
22,150
+280
+1% +$15.7K 0.01% 811
2022
Q4 		$1.12M Sell
21,870
-45
-0.2% -$2.33K 0.01% 1008
2022
Q3 		$1.1M Buy
21,915
+230
+1% +$13.1K 0.01% 931
2022
Q2 		$1.17M Sell
21,685
-17,875
-45% -$1.05M 0.01% 901
2022
Q1 		$2.73M Buy
39,560
+2,840
+8% +$195K 0.03% 570
2021
Q4 		$2.92M Buy
36,720
+640
+2% +$53.4K 0.03% 552
2021
Q3 		$2.88M Buy
36,080
+1,575
+5% +$129K 0.03% 573
2021
Q2 		$2.69M Buy
34,505
+565
+2% +$41K 0.03% 545
2021
Q1 		$2.32M Sell
33,940
-17,265
-34% -$1.22M 0.03% 543
2020
Q4 		$3.62M Sell
51,205
-11,235
-18% -$744K 0.04% 420
2020
Q3 		$3.89M Buy
+62,440
New +$3.75M 0.07% 281

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

Kestra Advisory Services's IGV Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.17% in Q3 2026, buying an estimated $15.5K and bringing the position to 90,132 shares worth $9.6M. The position accounts for 0.03% of the portfolio, ranked #581.

Kestra Advisory Services first reported a position in IGV in Q3 2020 and has held it in 25 quarters since. 491 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Kestra Advisory Services held 90,132 shares of iShares Expanded Tech-Software Sector ETF worth $9.6M as of Q3 2026.
  • Kestra Advisory Services bought 155 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $15.5K.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #581 holding.
  • Kestra Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 25 quarters since.
  • 491 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.