Pinnacle Associates
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Pinnacle Associates’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pinnacle Associates’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 		$1.69M Buy
15,879
+2,050
+15% +$205K 0.02% 444
2026
Q2 		$1.25M Buy
13,829
+2,606
+23% +$232K 0.01% 488
2026
Q1 		$898K Sell
11,223
-1,932
-15% -$171K 0.01% 533
2025
Q4 		$1.39M Sell
13,155
-2,125
-14% -$234K 0.02% 464
2025
Q3 		$1.76M Sell
15,280
-115
-0.7% -$12.7K 0.02% 407
2025
Q2 		$1.69M Sell
15,395
-137
-0.9% -$13.5K 0.02% 404
2025
Q1 		$1.38M Sell
15,532
-185
-1% -$18.3K 0.02% 434
2024
Q4 		$1.57M Buy
15,717
+12,932
+464% +$1.28M 0.02% 408
2024
Q3 		$1.13M Sell
2,785
-12,947
-82% -$1.11M 0.02% 449
2024
Q2 		$1.37M Buy
15,732
+24
+0.2% +$1.97K 0.02% 416
2024
Q1 		$1.34M Buy
15,708
+1,783
+13% +$150K 0.02% 433
2023
Q4 		$1.13M Sell
13,925
-1,125
-7% -$83.2K 0.02% 457
2023
Q3 		$1.03M Buy
15,050
+375
+3% +$26.3K 0.02% 452
2023
Q2 		$1.02M Hold
14,675
– – 0.02% 468
2023
Q1 		$894K Sell
14,675
-400
-3% -$22.4K 0.02% 429
2022
Q4 		$771K Sell
15,075
-500
-3% -$25.9K 0.02% 443
2022
Q3 		$779K Sell
15,575
-750
-5% -$42.6K 0.02% 437
2022
Q2 		$880K Buy
16,325
+125
+0.8% +$7.35K 0.02% 430
2022
Q1 		$1.12M Buy
16,200
+950
+6% +$65.2K 0.02% 429
2021
Q4 		$1.21M Sell
15,250
-700
-4% -$58.5K 0.02% 417
2021
Q3 		$1.27M Buy
15,950
+50
+0.3% +$4.08K 0.02% 402
2021
Q2 		$1.24M Buy
15,900
+5,200
+49% +$377K 0.02% 400
2021
Q1 		$731K Sell
10,700
-1,045
-9% -$74.1K 0.01% 468
2020
Q4 		$832K Buy
11,745
+375
+3% +$24.8K 0.02% 425
2020
Q3 		$707K Hold
11,370
– – 0.02% 436
2020
Q2 		$646K Hold
11,370
– – 0.02% 443
2020
Q1 		$478K Buy
+11,370
New +$538K 0.01% 482

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
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
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

Pinnacle Associates's IGV Position: Q3 2026 in Review

Pinnacle Associates increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 15% in Q3 2026, buying an estimated $205K and bringing the position to 15,879 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #444.

Pinnacle Associates first reported a position in IGV in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.76M in Q3 2025. 568 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Pinnacle Associates held 15,879 shares of iShares Expanded Tech-Software Sector ETF worth $1.69M as of Q3 2026.
  • Pinnacle Associates bought 2,050 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $205K.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #444 holding.
  • Pinnacle Associates first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 27 quarters since.
  • Pinnacle Associates's iShares Expanded Tech-Software Sector ETF position peaked at $1.76M in Q3 2025.
  • 568 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.