Westwind Capital
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Westwind Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Westwind Capital’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 		$2.53M Sell
23,764
-2,451
-9% -$246K 0.59% 31
2026
Q2 		$2.38M Buy
26,215
+526
+2% +$46.8K 0.56% 30
2026
Q1 		$20.6M Buy
25,689
+1,544
+6% +$137K 4.94% 9
2025
Q4 		$2.55M Buy
24,145
+10,282
+74% +$1.13M 0.52% 30
2025
Q3 		$1.59M Buy
13,863
+647
+5% +$71.6K 0.33% 30
2025
Q2 		$1.45M Buy
13,216
+767
+6% +$75.9K 0.3% 29
2025
Q1 		$1.11M Sell
12,449
-193
-2% -$19.1K 0.28% 26
2024
Q4 		$1.27M Sell
12,642
-165
-1% -$16.4K 0.28% 26
2024
Q3 		$1.14M Buy
12,807
+12,422
+3,226% +$1.06M 0.28% 27
2024
Q2 		$500K Sell
385
-20,207
-98% -$1.66M 0.12% 31
2024
Q1 		$1.76M Sell
20,592
-2,518
-11% -$212K 0.44% 26
2023
Q4 		$1.88M Buy
23,110
+415
+2% +$30.7K 0.51% 25
2023
Q3 		$1.55M Buy
22,695
+75
+0.3% +$5.26K 0.48% 22
2023
Q2 		$1.56M Sell
22,620
-1,770
-7% -$111K 0.44% 24
2023
Q1 		$1.49M Sell
24,390
-185
-0.8% -$10.4K 0.47% 23
2022
Q4 		$1.26M Sell
24,575
-2,555
-9% -$132K 0.43% 23
2022
Q3 		$1.36M Buy
27,130
+5,610
+26% +$319K 0.48% 24
2022
Q2 		$1.16M Buy
21,520
+2,105
+11% +$124K 0.38% 24
2022
Q1 		$1.34M Sell
19,415
-345
-2% -$23.7K 0.36% 22
2021
Q4 		$1.57M Sell
19,760
-1,405
-7% -$117K 0.39% 23
2021
Q3 		$1.69M Buy
21,165
+500
+2% +$40.8K 0.45% 22
2021
Q2 		$1.61M Buy
20,665
+660
+3% +$47.8K 0.39% 25
2021
Q1 		$1.37M Buy
20,005
+795
+4% +$56.4K 0.4% 23
2020
Q4 		$1.36M Sell
19,210
-275
-1% -$18.2K 0.4% 21
2020
Q3 		$1.21M Sell
19,485
-70
-0.4% -$4.2K 0.41% 20
2020
Q2 		$1.11M Sell
19,555
-2,775
-12% -$139K 0.42% 20
2020
Q1 		$939K Buy
22,330
+135
+0.6% +$6.38K 0.49% 19
2019
Q4 		$1.03M Buy
+22,195
New +$984K 0.5% 19

Other funds holding IGV

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
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
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Westwind Capital's IGV Position: Q3 2026 in Review

Westwind Capital reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 9.3% in Q3 2026, selling an estimated $246K and leaving 23,764 shares worth $2.53M. The position accounts for 0.59% of the portfolio, ranked #31.

Westwind Capital first reported a position in IGV in Q4 2019 and has held it in 28 quarters since. The position peaked at $20.6M in Q1 2026. 357 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Westwind Capital held 23,764 shares of iShares Expanded Tech-Software Sector ETF worth $2.53M as of Q3 2026.
  • Westwind Capital sold 2,451 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $246K.
  • iShares Expanded Tech-Software Sector ETF made up 0.59% of Westwind Capital's portfolio in Q3 2026, its #31 holding.
  • Westwind Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 28 quarters since.
  • Westwind Capital's iShares Expanded Tech-Software Sector ETF position peaked at $20.6M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.