Tortuga Wealth Management
IGV icon

Tortuga Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Tortuga Wealth Management’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 		$643K Sell
6,035
-4,095
-40% -$410K 0.46% 55
2026
Q2 		$918K Sell
10,130
-4,015
-28% -$357K 0.7% 35
2026
Q1 		$1.13M Buy
+14,145
New +$1.25M 1.06% 24

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
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
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tortuga Wealth Management's IGV Position: Q3 2026 in Review

Tortuga Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 40% in Q3 2026, selling an estimated $410K and leaving 6,035 shares worth $643K. The position accounts for 0.46% of the portfolio, ranked #55.

Tortuga Wealth Management first reported a position in IGV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 291 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Tortuga Wealth Management held 6,035 shares of iShares Expanded Tech-Software Sector ETF worth $643K as of Q3 2026.
  • Tortuga Wealth Management sold 4,095 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $410K.
  • iShares Expanded Tech-Software Sector ETF made up 0.46% of Tortuga Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Tortuga Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 3 quarters since.
  • Tortuga Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.13M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.