WJ Wealth Management
IGV icon

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

WJ 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 		$487K Hold
4,575
– – 0.2% 65
2026
Q2 		$414K Hold
4,575
– – 0.16% 65
2026
Q1 		$366K Sell
4,575
-350
-7% -$31K 0.17% 62
2025
Q4 		$521K Hold
4,925
– – 0.23% 52
2025
Q3 		$569K Sell
4,925
-4,925
-50% -$545K 0.25% 47
2025
Q2 		$1.08M Hold
9,850
– – 0.34% 48
2025
Q1 		$877K Buy
9,850
+600
+6% +$59.3K 0.31% 49
2024
Q4 		$926K Hold
9,250
– – 0.32% 45
2024
Q3 		$827K Hold
9,250
– – 0.29% 46
2024
Q2 		$804K Hold
9,250
– – 0.29% 48
2024
Q1 		$789K Hold
9,250
– – 0.31% 47
2023
Q4 		$750K Hold
9,250
– – 0.33% 43
2023
Q3 		$631K Buy
9,250
+1,000
+12% +$70.1K 0.31% 40
2023
Q2 		$571K Buy
8,250
+4,425
+116% +$278K 0.27% 42
2023
Q1 		$233K Sell
3,825
-5,075
-57% -$284K 0.16% 48
2022
Q4 		$455K Hold
8,900
– – 0.26% 38
2022
Q3 		$446K Hold
8,900
– – 0.28% 39
2022
Q2 		$480K Buy
8,900
+4,450
+100% +$262K 0.34% 32
2022
Q1 		$306K Hold
4,450
– – 0.2% 36
2021
Q4 		$355K Hold
4,450
– – 0.21% 41
2021
Q3 		$356K Hold
4,450
– – 0.24% 42
2021
Q2 		$347K Sell
4,450
-425
-9% -$30.8K 1.08% 27
2021
Q1 		$333K Sell
4,875
-575
-11% -$40.8K 1.04% 28
2020
Q4 		$386K Sell
5,450
-250
-4% -$16.6K 1.2% 25
2020
Q3 		$355K Sell
5,700
-8,850
-61% -$532K 1.15% 22
2020
Q2 		$824K Buy
14,550
+7,275
+100% +$365K 0.58% 25
2020
Q1 		$306K Sell
7,275
-1,975
-21% -$93.4K 1.1% 19
2019
Q4 		$431K Buy
+9,250
New +$410K 1.09% 23

Other funds holding IGV

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
SP Asset Management
SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

WJ Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 4,575 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #65.

WJ Wealth Management first reported a position in IGV in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.08M in Q2 2025. 539 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • WJ Wealth Management held 4,575 shares of iShares Expanded Tech-Software Sector ETF worth $487K as of Q3 2026.
  • WJ Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.2% of WJ Wealth Management's portfolio in Q3 2026, its #65 holding.
  • WJ Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 28 quarters since.
  • WJ Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.08M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.