Sage Advisory Services
IGV icon

Sage Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sage Advisory Services’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 		$4.05M Sell
38,068
-4,170
-10% -$418K 2.18% 14
2026
Q2 		$3.83M Buy
+42,238
New +$3.76M 1.88% 16
2025
Q4 		– Sell
-57,670
Closed -$6.63M – 47
2025
Q3 		$6.63M Buy
57,670
+839
+1% +$92.9K 3.48% 11
2025
Q2 		$6.22M Buy
+56,831
New +$5.62M 3.39% 10

Other funds holding IGV

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
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
Noesis Capital Mangement
Noesis Capital Mangement Boca Raton, Florida $843M AUM 33.46% 1-Year Est. Return

Sage Advisory Services's IGV Position: Q3 2026 in Review

Sage Advisory Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 9.9% in Q3 2026, selling an estimated $418K and leaving 38,068 shares worth $4.05M. The position accounts for 2.18% of the portfolio, ranked #14.

Sage Advisory Services first reported a position in IGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.63M in Q3 2025. 340 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Sage Advisory Services held 38,068 shares of iShares Expanded Tech-Software Sector ETF worth $4.05M as of Q3 2026.
  • Sage Advisory Services sold 4,170 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $418K.
  • iShares Expanded Tech-Software Sector ETF made up 2.18% of Sage Advisory Services's portfolio in Q3 2026, its #14 holding.
  • Sage Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 4 quarters since.
  • Sage Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $6.63M in Q3 2025.
  • 340 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.