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

Rockingstone 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 		$3.68M Buy
34,604
+26
+0.1% +$2.61K 1.48% 25
2026
Q2 		$3.13M Buy
34,578
+2,435
+8% +$216K 1.26% 30
2026
Q1 		$2.57M Buy
32,143
+2,195
+7% +$194K 1.18% 39
2025
Q4 		$3.17M Buy
29,948
+1,663
+6% +$183K 1.44% 32
2025
Q3 		$3.25M Sell
28,285
-55
-0.2% -$6.09K 1.61% 21
2025
Q2 		$3.1M Sell
28,340
-7,116
-20% -$704K 1.63% 25
2025
Q1 		$3.16M Buy
35,456
+140
+0.4% +$13.8K 1.42% 27
2024
Q4 		$3.54M Sell
35,316
-163
-0.5% -$16.2K 1.56% 21
2024
Q3 		$3.17M Sell
35,479
-630
-2% -$54K 1.56% 21
2024
Q2 		$3.14M Buy
36,109
+294
+0.8% +$24.1K 1.61% 22
2024
Q1 		$3.05M Sell
35,815
-810
-2% -$68.4K 1.58% 23
2023
Q4 		$2.97M Sell
36,625
-240
-0.7% -$17.8K 1.67% 20
2023
Q3 		$2.52M Buy
36,865
+740
+2% +$51.9K 1.39% 20
2023
Q2 		$2.5M Buy
36,125
+255
+0.7% +$16K 1.41% 22
2023
Q1 		$2.19M Buy
35,870
+1,765
+5% +$98.9K 1.33% 23
2022
Q4 		$1.75M Buy
+34,105
New +$1.77M 1.3% 32

Other funds holding IGV

AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rockingstone Advisors's IGV Position: Q3 2026 in Review

Rockingstone Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.08% in Q3 2026, buying an estimated $2.61K and bringing the position to 34,604 shares worth $3.68M. The position accounts for 1.48% of the portfolio, ranked #25.

Rockingstone Advisors first reported a position in IGV in Q4 2022 and has held it in 16 quarters since. 381 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Rockingstone Advisors held 34,604 shares of iShares Expanded Tech-Software Sector ETF worth $3.68M as of Q3 2026.
  • Rockingstone Advisors bought 26 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $2.61K.
  • iShares Expanded Tech-Software Sector ETF made up 1.48% of Rockingstone Advisors's portfolio in Q3 2026, its #25 holding.
  • Rockingstone Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 16 quarters since.
  • 381 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.