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Milestone Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Milestone Asset 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 		$1.33M Buy
12,492
+597
+5% +$59.8K 0.21% 108
2026
Q2 		$1.08M Buy
+11,895
New +$1.06M 0.17% 131

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Milestone Asset Management's IGV Position: Q3 2026 in Review

Milestone Asset Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5% in Q3 2026, buying an estimated $59.8K and bringing the position to 12,492 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #108.

Milestone Asset Management first reported a position in IGV in Q2 2026 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Milestone Asset Management held 12,492 shares of iShares Expanded Tech-Software Sector ETF worth $1.33M as of Q3 2026.
  • Milestone Asset Management bought 597 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $59.8K.
  • iShares Expanded Tech-Software Sector ETF made up 0.21% of Milestone Asset Management's portfolio in Q3 2026, its #108 holding.
  • Milestone Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.