IGV ETF Analysis: Expanded Tech-Software | BATS

Technology Equity | BATS, USA | Market Cap: 14.394m USD | 12M Return: -8.5% | US4642875151 | Charts, Fundamentals & Technical Analysis

Enterprise Software, Cloud Computing, Cybersecurity, Media Services
Total Rating 43
Safety 51
Buy Signal 0.03
Technology Equity
Category Rotation: -36.7
TER: 0.42%
AUM: 14.4B
Avg Turnover: 766M
Risk 3d forecast
Volatility36.8%
VaR 5th Pctl6.75%
VaR vs Median2.08%
Reward TTM
Sharpe Ratio-0.23
Rel. Str. IBD69.1
Rel. Str. Peer Group44.7 pctl
Character TTM
Beta1.382
Beta Downside1.519
Hurst Exponent0.495
Choppyness39.3%
Drawdowns 3y
Max DD36.61%
CAGR/Max DD0.40
CAGR/Mean DD1.58

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.5% 5
Feb -1.5% 30
Mar -2.8% 19
Apr +0.8% 25
May +3.7% 20
Jun +1.9% 9
Jul +1.2% 30
Aug +1.2% 16
Sep -3.2% 31
Oct -0.8% 24
Nov +2.6% 2
Dec -1.7% 65

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IGV Expanded Tech-Software

The iShares Expanded Tech-Software Sector ETF (IGV) is a passively managed fund that invests at least 80% of its assets in securities that mirror its underlying index, which tracks the performance of U.S.-traded stocks in the software industry. The index also includes select companies from the interactive home entertainment and interactive media and services sub-industries, covering issuers based in both the U.S. and Canada. The fund is classified as non-diversified, meaning it may hold a more concentrated portfolio relative to diversified funds.

The software sector covered by this ETF generally includes companies that develop, publish, or distribute software applications, platforms, and related services, which often derive revenue from subscription models, licensing, or enterprise contracts. The inclusion of interactive home entertainment and media companies extends the funds exposure to businesses involved in video game development, streaming content, and digital media distribution.

Headlines to Watch Out For
  • AI demand drives cloud software revenue acceleration
  • Enterprise IT spending grows on platform adoption
  • Rising interest rates weigh on software valuations
What is the price of IGV shares?

As of November 02, 2026, the stock is trading at USD 104.29 with a total of 13,690,632 shares traded. Over the past week, the price has changed by -5.70%, over one month by -0.88%, over three months by +11.77% and over the past year by -8.48%.

Current recommended Stop Loss: 100.60 (which is 3.5% or 1.3 ATR below the current price).

Is IGV a buy, sell or hold?

Expanded Tech-Software has no consensus analysts rating.