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

WESPAC 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	$2.86M	Buy	+26,868	New	+$2.69M	1.45%	14
2021 Q2	–	Sell	-3,720	Closed	-$254K	–	120
2021 Q1	$254K	Sell	3,720 -900	-19%	-$63.8K	0.19%	136
2020 Q4	$327K	Sell	4,620 -1,180	-20%	-$78.2K	0.25%	100
2020 Q3	$361K	Sell	5,800 -7,710	-57%	-$463K	0.45%	73
2020 Q2	$768K	Buy	+13,510	New	+$677K	0.87%	42
2019 Q3	–	Sell	-69,715	Closed	-$3.05M	–	110
2019 Q2	$3.05M	Buy	69,715 +11,295	+19%	+$484K	2.27%	6
2019 Q1	$2.31M	Sell	58,420 -15	-0%	-$592	1.59%	26
2018 Q4	$2.03M	Buy	+58,435	New	+$2.12M	1.97%	19

Other funds holding IGV

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WESPAC Advisors's IGV Position: Q3 2026 in Review

WESPAC Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 26,868 shares worth $2.86M. The stake represents 1.45% of the portfolio and ranks #14 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in IGV as recently as Q1 2021.

WESPAC Advisors first reported a position in IGV in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.05M in Q2 2019. 347 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

WESPAC Advisors held 26,868 shares of iShares Expanded Tech-Software Sector ETF worth $2.86M as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new WESPAC Advisors position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 1.45% of WESPAC Advisors's portfolio in Q3 2026, its #14 holding.
WESPAC Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 8 quarters since.
WESPAC Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.05M in Q2 2019.
347 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.