SFM LLC
IGV icon

SFM LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

SFM LLC’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 		– Sell
-4,206
Closed -$381K – 72
2026
Q2 		$381K Buy
+4,206
New +$374K 0.2% 52
2025
Q1 		– Sell
-2,130
Closed -$213K – 58
2024
Q4 		$213K Buy
+2,130
New +$211K 0.15% 59

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Ninety One
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Diversify Advisory Services
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Diversify Wealth Management
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Wealth Enhancement Advisory Services
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Insight Wealth Strategies
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Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM

SFM LLC's IGV Position: Q3 2026 in Review

SFM LLC sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026, closing a stake of 4,206 shares — an estimated $381K sold.

SFM LLC first reported a position in IGV in Q4 2024 and held it in 2 quarters. The position peaked at $381K in Q2 2026. 248 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • SFM LLC reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2026 after selling out during the quarter.
  • SFM LLC sold 4,206 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $381K.
  • SFM LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 2 quarters.
  • SFM LLC's iShares Expanded Tech-Software Sector ETF position peaked at $381K in Q2 2026.
  • 248 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.