Sonata Capital Group
IGV icon

Sonata Capital Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sonata Capital Group’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 		$329K Hold
3,090
– – 0.1% 100
2026
Q2 		$280K Buy
+3,090
New +$275K 0.09% 114

Other funds holding IGV

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LPL Financial
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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Sonata Capital Group's IGV Position: Q3 2026 in Review

Sonata Capital Group held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 3,090 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #100.

Sonata Capital Group first reported a position in IGV in Q2 2026 and has held it in 2 quarters since. 491 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Sonata Capital Group held 3,090 shares of iShares Expanded Tech-Software Sector ETF worth $329K as of Q3 2026.
  • Sonata Capital Group left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.1% of Sonata Capital Group's portfolio in Q3 2026, its #100 holding.
  • Sonata Capital Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • 491 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.