Middleton & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Middleton & Co’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	$1.59M	Buy	14,978 +2,757	+23%	+$276K	0.17%	81
2026 Q2	$1.11M	Buy	12,221 +3,780	+45%	+$336K	0.12%	95
2026 Q1	$676K	Buy	8,441 +5,941	+238%	+$526K	0.08%	106
2025 Q4	$264K	Hold	2,500	–	–	0.03%	144
2025 Q3	$288K	Hold	2,500	–	–	0.03%	140
2025 Q2	$274K	Hold	2,500	–	–	0.03%	139
2025 Q1	$222K	Hold	2,500	–	–	0.03%	149
2024 Q4	$250K	Hold	2,500	–	–	0.03%	143
2024 Q3	$223K	Hold	2,500	–	–	0.02%	157
2024 Q2	$217K	Hold	2,500	–	–	0.03%	155
2024 Q1	$213K	Hold	2,500	–	–	0.02%	161
2023 Q4	$203K	Buy	+2,500	New	+$185K	0.03%	156
2021 Q4	–	Sell	-2,500	Closed	-$200K	–	164
2021 Q3	$200K	Buy	+2,500	New	+$204K	0.02%	157

Other funds holding IGV

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Middleton & Co's IGV Position: Q3 2026 in Review

Middleton & Co increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 23% in Q3 2026, buying an estimated $276K and bringing the position to 14,978 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #81.

Middleton & Co first reported a position in IGV in Q3 2021 and has held it in 13 quarters since. 357 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Middleton & Co held 14,978 shares of iShares Expanded Tech-Software Sector ETF worth $1.59M as of Q3 2026.
Middleton & Co bought 2,757 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $276K.
iShares Expanded Tech-Software Sector ETF made up 0.17% of Middleton & Co's portfolio in Q3 2026, its #81 holding.
Middleton & Co first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and has held it in 13 quarters since.
357 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.