Stone Summit Wealth
IGV icon

Stone Summit Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Stone Summit Wealth’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 		$2.36M Sell
22,144
-875
-4% -$87.7K 0.64% 50
2026
Q2 		$2.09M Sell
23,019
-131
-0.6% -$11.6K 0.53% 55
2026
Q1 		$1.85M Sell
23,150
-2,052
-8% -$182K 0.52% 55
2025
Q4 		$2.66M Sell
25,202
-1,890
-7% -$208K 0.72% 44
2025
Q3 		$3.12M Sell
27,092
-2,468
-8% -$273K 0.88% 37
2025
Q2 		$3.24M Buy
29,560
+49
+0.2% +$4.85K 1% 34
2025
Q1 		$2.63M Sell
29,511
-1,215
-4% -$120K 0.89% 37
2024
Q4 		$3.08M Sell
30,726
-1,185
-4% -$117K 1.03% 32
2024
Q3 		$2.85M Buy
31,911
+178
+0.6% +$15.3K 0.92% 37
2024
Q2 		$2.76M Sell
31,733
-232
-0.7% -$19.1K 0.99% 34
2024
Q1 		$2.73M Sell
31,965
-1,145
-3% -$96.6K 0.95% 35
2023
Q4 		$2.69M Sell
33,110
-1,020
-3% -$75.5K 1.03% 32
2023
Q3 		$2.33M Buy
34,130
+495
+1% +$34.7K 1% 30
2023
Q2 		$2.33M Buy
33,635
+215
+0.6% +$13.5K 0.96% 39
2023
Q1 		$2.04M Buy
33,420
+355
+1% +$19.9K 0.91% 39
2022
Q4 		$1.69M Buy
33,065
+1,920
+6% +$100K 0.83% 44
2022
Q3 		$1.56M Sell
31,145
-120
-0.4% -$6.82K 0.96% 38
2022
Q2 		$1.69M Buy
31,265
+2,145
+7% +$126K 1.01% 34
2022
Q1 		$2.02M Buy
29,120
+7,810
+37% +$536K 1.13% 29
2021
Q4 		$1.7M Buy
+21,310
New +$1.78M 1.38% 26

Other funds holding IGV

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
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
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Stone Summit Wealth's IGV Position: Q3 2026 in Review

Stone Summit Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.8% in Q3 2026, selling an estimated $87.7K and leaving 22,144 shares worth $2.36M. The position accounts for 0.64% of the portfolio, ranked #50.

Stone Summit Wealth first reported a position in IGV in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.24M in Q2 2025. 184 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Stone Summit Wealth held 22,144 shares of iShares Expanded Tech-Software Sector ETF worth $2.36M as of Q3 2026.
  • Stone Summit Wealth sold 875 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $87.7K.
  • iShares Expanded Tech-Software Sector ETF made up 0.64% of Stone Summit Wealth's portfolio in Q3 2026, its #50 holding.
  • Stone Summit Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $3.24M in Q2 2025.
  • 184 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.