Migdal Insurance & Financial Holdings Ltd. IGV — iShares North American Tech-Software ETF

Ownership history in Migdal Insurance & Financial Holdings Ltd.  ·  43 quarters on record

AI Ownership Summary

Migdal Insurance & Financial Holdings Ltd. reported iShares North American Tech-Software ETF (IGV) in 43 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 5.33% in 2024 Q3. The latest visible filing shows IGV at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Migdal Insurance & Financial Holdings Ltd.'s position in iShares North American Tech-Software ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IGV was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.33% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IGV stock page Migdal Insurance & Financial Holdings Ltd. fund profile Migdal Insurance & Financial Holdings Ltd. full holdings
How Migdal Insurance & Financial Holdings Ltd. held IGV — position size vs. price
% of Fund (quarterly)    IGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,324,838 +881,802 +199.0% 0.77% $120.0M 2026-08-10 $105.01
2026 Q1 REDUCED 83.7% +12.3% ❌ 443,036 -2,276,536 -83.7% 0.31% $35.5M 2026-05-14 $90.62
2025 Q4 UNCHANGED — — — 2,719,572 — 0% 2.47% $287K 2026-01-28 $97.04
2025 Q3 UNCHANGED — — — 2,719,572 — 0% 3.37% $313K 2025-10-30 $113.95
2025 Q2 ADDED — — — 2,719,572 +245,000 +9.9% 3.54% $298K 2025-08-04 $110.96
2025 Q1 REDUCED 12.1% +23.1% ❌ 2,474,572 -340,000 -12.1% 3.09% $220K 2025-05-05 $99.35
2024 Q4 REDUCED 23.7% -11.1% ✅ 2,814,572 -875,000 -23.7% 4.04% $282K 2025-01-28 $104.97
2024 Q3 ADDED — — — 3,689,572 +697,127 +23.3% 5.33% $330K 2024-11-04 $92.23
2024 Q2 REDUCED 16.7% +2.8% ❌ 2,992,445 -600,000 -16.7% 4.34% $260K 2024-07-29 $84.25
2024 Q1 ADDED — — — 3,592,445 +2,906,156 +423.5% 4.90% $306K 2024-05-01 $79.06
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGV

As of 2026 Q2 — sorted by position size

Laura & John Arnold Foundation 40.57% Varma Mutual Pension Insurance Co 3Y 7Y 7.32% Elliott Investment Management L.P. 3Y 6.29% Hidden Lake Asset Management LP 3Y 5.45% PRING TURNER CAPITAL GROUP INC 3Y 7Y 4.69% Mountain Hill Investment Partners Corp. 4.63% Aurora Investment Managers, LLC. 3Y 4.23% GGM Financial LLC 4.02% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 3.84% LITTLEJOHN FINANCIAL SERVICES, INC. 3.36%

FAQ About Migdal Insurance & Financial Holdings Ltd. and IGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Migdal Insurance & Financial Holdings Ltd. reported owning IGV?

Migdal Insurance & Financial Holdings Ltd. reported IGV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IGV position in Migdal Insurance & Financial Holdings Ltd.'s portfolio?

The largest reported portfolio weight for IGV was 5.33% in 2024 Q3.

What is the latest reported IGV position on this page?

The most recent filing on this page is 2026 Q2, when Migdal Insurance & Financial Holdings Ltd. reported 1,324,838 shares, equal to 0.77% of portfolio, with an estimated market value of $120.0M.

What does the chart on this IGV ownership page compare?

The chart compares Migdal Insurance & Financial Holdings Ltd.'s quarterly IGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Migdal Insurance & Financial Holdings Ltd. time their IGV position?

Based on 13F filing dates vs. subsequent IGV price moves, Migdal Insurance & Financial Holdings Ltd. correctly timed 18 out of 36 reported position changes (50%). The annualised alpha on IGV relative to SPY over the holding period was +2.3%.

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