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Valeo Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Valeo Financial 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 		$371K Sell
3,483
-440
-11% -$44.1K 0.01% 558
2026
Q2 		$355K Sell
3,923
-4,370
-53% -$389K 0.01% 560
2026
Q1 		$664K Buy
8,293
+643
+8% +$56.9K 0.02% 343
2025
Q4 		$809K Buy
7,650
+800
+12% +$87.9K 0.02% 353
2025
Q3 		$788K Hold
6,850
– – 0.02% 362
2025
Q2 		$750K Hold
6,850
– – 0.02% 359
2025
Q1 		$610K Sell
6,850
-129
-2% -$12.7K 0.02% 363
2024
Q4 		$699K Buy
6,979
+129
+2% +$12.8K 0.02% 335
2024
Q3 		$612K Sell
6,850
-25
-0.4% -$2.14K 0.02% 363
2024
Q2 		$597K Hold
6,875
– – 0.02% 340
2024
Q1 		$556K Buy
6,875
+615
+10% +$51.9K 0.02% 344
2023
Q4 		$508K Hold
6,260
– – 0.02% 361
2023
Q3 		$427K Buy
6,260
+2,050
+49% +$144K 0.02% 374
2023
Q2 		$291K Hold
4,210
– – 0.01% 440
2023
Q1 		$257K Buy
+4,210
New +$236K 0.01% 487
2021
Q2 		– Sell
-585
Closed -$40K – 1121
2021
Q1 		$40K Buy
585
+360
+160% +$25.5K ﹤0.01% 956
2020
Q4 		$16K Buy
+225
New +$14.9K ﹤0.01% 1084
2019
Q1 		– Sell
-5,495
Closed -$191K – 1587
2018
Q4 		$191K Hold
5,495
– – 0.03% 265
2018
Q3 		$201K Hold
5,495
– – 0.03% 274
2018
Q2 		$211K Buy
+5,495
New +$198K 0.03% 273

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

Valeo Financial Advisors's IGV Position: Q3 2026 in Review

Valeo Financial Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 11% in Q3 2026, selling an estimated $44.1K and leaving 3,483 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #558.

Valeo Financial Advisors first reported a position in IGV in Q2 2018 and has held it in 20 quarters since. The position peaked at $809K in Q4 2025. 41 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Valeo Financial Advisors held 3,483 shares of iShares Expanded Tech-Software Sector ETF worth $371K as of Q3 2026.
  • Valeo Financial Advisors sold 440 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $44.1K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #558 holding.
  • Valeo Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 20 quarters since.
  • Valeo Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $809K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.