Meadowbrook Wealth Management
IGV icon

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

Meadowbrook 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 		$355K Sell
3,330
-775
-19% -$77.7K 0.37% 59
2026
Q2 		$383K Buy
+4,105
New +$365K 0.41% 51

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

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

Meadowbrook Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 19% in Q3 2026, selling an estimated $77.7K and leaving 3,330 shares worth $355K. The position accounts for 0.37% of the portfolio, ranked #59.

Meadowbrook Wealth Management first reported a position in IGV in Q2 2026 and has held it in 2 quarters since. The position peaked at $383K in Q2 2026. 491 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Meadowbrook Wealth Management held 3,330 shares of iShares Expanded Tech-Software Sector ETF worth $355K as of Q3 2026.
  • Meadowbrook Wealth Management sold 775 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $77.7K.
  • iShares Expanded Tech-Software Sector ETF made up 0.37% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Meadowbrook Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • Meadowbrook Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $383K in Q2 2026.
  • 491 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.