Legacy Bridge
IGV icon

Legacy Bridge’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Legacy Bridge’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 		$852 Hold
8
– – ﹤0.01% 325
2026
Q2 		$725 Hold
8
– – ﹤0.01% 320
2026
Q1 		$641 Buy
8
+4
+100% +$354 ﹤0.01% 318
2025
Q4 		$423 Hold
4
– – ﹤0.01% 456
2025
Q3 		$461 Hold
4
– – ﹤0.01% 307
2025
Q2 		$438 Buy
+4
New +$396 ﹤0.01% 296

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Noesis Capital Mangement
Noesis Capital Mangement Boca Raton, Florida $843M AUM 33.46% 1-Year Est. Return

Legacy Bridge's IGV Position: Q3 2026 in Review

Legacy Bridge held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 8 shares worth $852. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Legacy Bridge first reported a position in IGV in Q2 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Legacy Bridge held 8 shares of iShares Expanded Tech-Software Sector ETF worth $852 as of Q3 2026.
  • Legacy Bridge left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q3 2026, its #325 holding.
  • Legacy Bridge first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 6 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.