Valley Wealth Managers’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Valley Wealth Managers’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	$3.77M	Buy	35,393 +12,015	+51%	+$1.2M	0.21%	98
2026 Q2	$2.12M	Sell	23,378 -11,178	-32%	-$994K	0.12%	116
2026 Q1	$2.77M	Buy	34,556 +753	+2%	+$66.7K	0.18%	109
2025 Q4	$3.57M	Buy	33,803 +182	+0.5%	+$20K	0.23%	97
2025 Q3	$3.87M	Sell	33,621 -9,619	-22%	-$1.06M	0.26%	93
2025 Q2	$4.73M	Buy	43,240 +1,706	+4%	+$169K	0.34%	61
2025 Q1	$3.7M	Sell	41,534 -7,060	-15%	-$697K	0.28%	86
2024 Q4	$4.87M	Buy	48,594 +7,811	+19%	+$774K	0.36%	54
2024 Q3	$3.64M	Buy	40,783 +465	+1%	+$39.9K	0.27%	93
2024 Q2	$3.5M	Sell	40,318 -2,241	-5%	-$184K	0.28%	89
2024 Q1	$3.63M	Buy	42,559 +629	+2%	+$53.1K	0.27%	95
2023 Q4	$3.4M	Sell	41,930 -2,225	-5%	-$165K	0.27%	95
2023 Q3	$3.01M	Buy	+44,155	New	+$3.1M	0.25%	103

Other funds holding IGV

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

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

Gimbal Financial Carmel, Indiana $172M AUM

Valley Wealth Managers's IGV Position: Q3 2026 in Review

Valley Wealth Managers increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 51% in Q3 2026, buying an estimated $1.2M and bringing the position to 35,393 shares worth $3.77M. The position accounts for 0.21% of the portfolio, ranked #98.

Valley Wealth Managers first reported a position in IGV in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.87M in Q4 2024. 207 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Valley Wealth Managers held 35,393 shares of iShares Expanded Tech-Software Sector ETF worth $3.77M as of Q3 2026.
Valley Wealth Managers bought 12,015 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $1.2M.
iShares Expanded Tech-Software Sector ETF made up 0.21% of Valley Wealth Managers's portfolio in Q3 2026, its #98 holding.
Valley Wealth Managers first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and has held it in 13 quarters since.
Valley Wealth Managers's iShares Expanded Tech-Software Sector ETF position peaked at $4.87M in Q4 2024.
207 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.