FWL Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

FWL Investment 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 Q2	$4.53K	Hold	50	–	–	﹤0.01%	364
2026 Q1	$4K	Sell	50 -418	-89%	-$37K	﹤0.01%	302
2025 Q4	$49.5K	Buy	468 +47	+11%	+$5.17K	0.01%	162
2025 Q3	$48.4K	Buy	421 +12	+3%	+$1.33K	0.01%	151
2025 Q2	$44.8K	Buy	409 +316	+340%	+$31.3K	0.01%	154
2025 Q1	$8.28K	Sell	93 -12	-11%	-$1.19K	﹤0.01%	234
2024 Q4	$10.5K	Sell	105 -30	-22%	-$2.97K	﹤0.01%	239
2024 Q3	$12.1K	Sell	135 -20	-13%	-$1.72K	﹤0.01%	226
2024 Q2	$13.5K	Hold	155	–	–	0.01%	172
2024 Q1	$13.2K	Sell	155 -30	-16%	-$2.53K	0.01%	151
2023 Q4	$15K	Sell	185 -95	-34%	-$7.03K	0.01%	145
2023 Q3	$19.1K	Buy	+280	New	+$19.6K	0.01%	123
2023 Q2	–	Sell	-290	Closed	-$17.7K	–	60
2023 Q1	$17.7K	Hold	290	–	–	0.01%	60
2022 Q4	$14.8K	Buy	290 +10	+4%	+$518	0.01%	126
2022 Q3	$14K	Buy	+280	New	+$15.9K	0.01%	48

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

FWL Investment Management's IGV Position: Q2 2026 in Review

FWL Investment Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 50 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

FWL Investment Management first reported a position in IGV in Q3 2022 and has held it in 15 quarters since. The position peaked at $49.5K in Q4 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

FWL Investment Management held 50 shares of iShares Expanded Tech-Software Sector ETF worth $4.53K as of Q2 2026.
FWL Investment Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #364 holding.
FWL Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2022 and has held it in 15 quarters since.
FWL Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $49.5K in Q4 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.