Precedent Wealth Partners
IGV icon

Precedent Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Precedent Wealth Partners’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 		$3.38M Sell
31,758
-585
-2% -$58.6K 0.52% 58
2026
Q2 		$2.93M Buy
32,343
+4,696
+17% +$418K 0.49% 61
2026
Q1 		$2.21M Buy
+27,647
New +$2.45M 0.44% 70

Other funds holding IGV

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM

Precedent Wealth Partners's IGV Position: Q3 2026 in Review

Precedent Wealth Partners reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.8% in Q3 2026, selling an estimated $58.6K and leaving 31,758 shares worth $3.38M. The position accounts for 0.52% of the portfolio, ranked #58.

Precedent Wealth Partners first reported a position in IGV in Q1 2026 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Precedent Wealth Partners held 31,758 shares of iShares Expanded Tech-Software Sector ETF worth $3.38M as of Q3 2026.
  • Precedent Wealth Partners sold 585 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $58.6K.
  • iShares Expanded Tech-Software Sector ETF made up 0.52% of Precedent Wealth Partners's portfolio in Q3 2026, its #58 holding.
  • Precedent Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.