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Paragon Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Paragon Advisors’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 		$3.49M Sell
32,770
-1,413
-4% -$142K 0.64% 41
2026
Q2 		$3.1M Buy
34,183
+2,399
+8% +$213K 0.65% 38
2026
Q1 		$2.54M Buy
31,784
+7,346
+30% +$650K 0.69% 42
2025
Q4 		$2.58M Buy
+24,438
New +$2.69M 0.7% 42

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

Paragon Advisors's IGV Position: Q3 2026 in Review

Paragon Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.1% in Q3 2026, selling an estimated $142K and leaving 32,770 shares worth $3.49M. The position accounts for 0.64% of the portfolio, ranked #41.

Paragon Advisors first reported a position in IGV in Q4 2025 and has held it in 4 quarters since. 588 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Paragon Advisors held 32,770 shares of iShares Expanded Tech-Software Sector ETF worth $3.49M as of Q3 2026.
  • Paragon Advisors sold 1,413 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $142K.
  • iShares Expanded Tech-Software Sector ETF made up 0.64% of Paragon Advisors's portfolio in Q3 2026, its #41 holding.
  • Paragon Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 4 quarters since.
  • 588 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Paragon Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.