Monument Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Monument Capital 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	$5.65M	Buy	+53,036	New	+$5.32M	1.18%	15

Other funds holding IGV

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

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Monument Capital Management's IGV Position: Q3 2026 in Review

Monument Capital Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 53,036 shares worth $5.65M. The stake represents 1.18% of the portfolio and ranks #15 among its holdings.

42 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Monument Capital Management held 53,036 shares of iShares Expanded Tech-Software Sector ETF worth $5.65M as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Monument Capital Management position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 1.18% of Monument Capital Management's portfolio in Q3 2026, its #15 holding.
42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.