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

Simon Quick 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	$217K	Buy	+2,037	New	+$204K	0.01%	427

Other funds holding IGV

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Simon Quick Advisors's IGV Position: Q3 2026 in Review

Simon Quick Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 2,037 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings.

324 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Simon Quick Advisors held 2,037 shares of iShares Expanded Tech-Software Sector ETF worth $217K as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Simon Quick Advisors position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #427 holding.
324 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.