Ring Mountain Capital
IGV icon

Ring Mountain Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ring Mountain Capital’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 		$201K Buy
+1,891
New +$190K 0.08% 111
2026
Q1 		– Sell
-2,441
Closed -$240K – 100
2025
Q4 		$240K Sell
2,441
-123
-5% -$13.5K 0.12% 86
2025
Q3 		$295K Sell
2,564
-163
-6% -$18K 0.16% 80
2025
Q2 		$303K Sell
2,727
-17
-0.6% -$1.68K 0.18% 77
2025
Q1 		$244K Sell
2,744
-339
-11% -$33.5K 0.18% 77
2024
Q4 		$309K Buy
+3,083
New +$305K 0.21% 71

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

Ring Mountain Capital's IGV Position: Q3 2026 in Review

Ring Mountain Capital opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 1,891 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #111 among its holdings. This is a return to the name: Ring Mountain Capital previously reported a position in IGV as recently as Q4 2025.

Ring Mountain Capital first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2024. 548 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Ring Mountain Capital held 1,891 shares of iShares Expanded Tech-Software Sector ETF worth $201K as of Q3 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Ring Mountain Capital position in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.08% of Ring Mountain Capital's portfolio in Q3 2026, its #111 holding.
  • Ring Mountain Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
  • Ring Mountain Capital's iShares Expanded Tech-Software Sector ETF position peaked at $309K in Q4 2024.
  • 548 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.