Koa Wealth Management
IGV icon

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

Koa 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 		$1.07M Buy
10,094
+5,051
+100% +$506K 0.7% 31
2026
Q2 		$457K Buy
+5,043
New +$448K 0.31% 44

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

Koa Wealth Management's IGV Position: Q3 2026 in Review

Koa Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 100% in Q3 2026, buying an estimated $506K and bringing the position to 10,094 shares worth $1.07M. The position accounts for 0.7% of the portfolio, ranked #31.

Koa Wealth Management first reported a position in IGV in Q2 2026 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Koa Wealth Management held 10,094 shares of iShares Expanded Tech-Software Sector ETF worth $1.07M as of Q3 2026.
  • Koa Wealth Management bought 5,051 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $506K.
  • iShares Expanded Tech-Software Sector ETF made up 0.7% of Koa Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Koa Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.