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

Lyell 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 		$583K Sell
5,476
-103
-2% -$10.3K 0.03% 162
2026
Q2 		$505K Sell
5,579
-312
-5% -$27.7K 0.03% 167
2026
Q1 		$472K Sell
5,891
-6,830
-54% -$605K 0.03% 154
2025
Q4 		$1.34M Buy
12,721
+2,380
+23% +$262K 0.1% 106
2025
Q3 		$1.19M Sell
10,341
-36
-0.3% -$3.98K 0.09% 110
2025
Q2 		$1.14M Buy
10,377
+5,125
+98% +$507K 0.09% 116
2025
Q1 		$467K Buy
5,252
+888
+20% +$87.7K 0.04% 149
2024
Q4 		$437K Buy
4,364
+533
+14% +$52.8K 0.04% 149
2024
Q3 		$342K Buy
3,831
+175
+5% +$15K 0.03% 170
2024
Q2 		$318K Sell
3,656
-19,369
-84% -$1.59M 0.03% 165
2024
Q1 		$1.96M Sell
23,025
-2,300
-9% -$194K 0.2% 96
2023
Q4 		$2.05M Buy
25,325
+21,925
+645% +$1.62M 0.23% 94
2023
Q3 		$232K Sell
3,400
-125
-4% -$8.77K 0.03% 168
2023
Q2 		$244K Buy
3,525
+50
+1% +$3.14K 0.03% 168
2023
Q1 		$212K Buy
+3,475
New +$195K 0.03% 192

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
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
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
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 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

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

Lyell Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.8% in Q3 2026, selling an estimated $10.3K and leaving 5,476 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #162.

Lyell Wealth Management first reported a position in IGV in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.05M in Q4 2023. 545 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Lyell Wealth Management held 5,476 shares of iShares Expanded Tech-Software Sector ETF worth $583K as of Q3 2026.
  • Lyell Wealth Management sold 103 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $10.3K.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #162 holding.
  • Lyell Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and has held it in 15 quarters since.
  • Lyell Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.05M in Q4 2023.
  • 545 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.