Bawa N Mallick Trust’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bawa N Mallick Trust’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 Q2	$4.62M	Buy	51,002 +5,002	+11%	+$445K	1.5%	14
2026 Q1	$3.68M	Sell	46,000 -5,001	-10%	-$443K	1.51%	14
2025 Q4	$5.39M	Hold	51,001	–	–	2%	11
2025 Q3	$5.87M	Hold	51,001	–	–	2.22%	9
2025 Q2	$5.58M	Hold	51,001	–	–	2.31%	9
2025 Q1	$4.54M	Hold	51,001	–	–	2.15%	11
2024 Q4	$5.11M	Buy	+51,001	New	+$5.05M	2.24%	9

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bawa N Mallick Trust's IGV Position: Q2 2026 in Review

Bawa N Mallick Trust increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 11% in Q2 2026, buying an estimated $445K and bringing the position to 51,002 shares worth $4.62M. The position accounts for 1.5% of the portfolio, ranked #14.

Bawa N Mallick Trust first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.87M in Q3 2025. 876 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Bawa N Mallick Trust held 51,002 shares of iShares Expanded Tech-Software Sector ETF worth $4.62M as of Q2 2026.
Bawa N Mallick Trust bought 5,002 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $445K.
iShares Expanded Tech-Software Sector ETF made up 1.5% of Bawa N Mallick Trust's portfolio in Q2 2026, its #14 holding.
Bawa N Mallick Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Bawa N Mallick Trust's iShares Expanded Tech-Software Sector ETF position peaked at $5.87M in Q3 2025.
876 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.