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

Mosley 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 		$36.9K Sell
337
-1,054
-76% -$106K 0.01% 293
2026
Q2 		$126K Sell
1,391
-7,425
-84% -$660K 0.04% 181
2026
Q1 		$1.01M Hold
8,816
– – 0.46% 48
2025
Q4 		$1.02M Buy
+8,816
New +$969K 0.47% 48

Other funds holding IGV

Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Mosley Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 76% in Q3 2026, selling an estimated $106K and leaving 337 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #293.

Mosley Wealth Management first reported a position in IGV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 576 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Mosley Wealth Management held 337 shares of iShares Expanded Tech-Software Sector ETF worth $36.9K as of Q3 2026.
  • Mosley Wealth Management sold 1,054 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $106K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #293 holding.
  • Mosley Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 4 quarters since.
  • Mosley Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.02M in Q4 2025.
  • 576 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.