KNW
IGV icon

Kesler Norman & Wride’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Kesler Norman & Wride’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 		$254K Sell
2,807
-2,950
-51% -$262K 0.04% 249
2026
Q1 		$461K Sell
5,757
-838
-13% -$74.2K 0.08% 193
2025
Q4 		$697K Sell
6,595
-1,044
-14% -$115K 0.12% 170
2025
Q3 		$765K Buy
7,639
+1,545
+25% +$171K 0.15% 135
2025
Q2 		$667K Sell
6,094
-2,196
-26% -$217K 0.12% 172
2025
Q1 		$738K Buy
8,290
+651
+9% +$64.3K 0.14% 158
2024
Q4 		$765K Buy
7,639
+1,511
+25% +$150K 0.17% 130
2024
Q3 		$548K Buy
6,128
+1,001
+20% +$85.8K 0.11% 157
2024
Q2 		$446K Sell
5,127
-47
-0.9% -$3.86K 0.09% 138
2024
Q1 		$441K Buy
5,174
+1,299
+34% +$110K 0.09% 132
2023
Q4 		$314K Buy
3,875
+775
+25% +$57.3K 0.07% 141
2023
Q3 		$212K Buy
+3,100
New +$217K 0.05% 154
2022
Q2 		– Sell
-9,485
Closed -$654K – 150
2022
Q1 		$654K Sell
9,485
-81,975
-90% -$5.63M 0.15% 118
2021
Q4 		$7.27M Buy
91,460
+4,410
+5% +$368K 1.54% 22
2021
Q3 		$6.95M Buy
87,050
+3,430
+4% +$280K 1.64% 17
2021
Q2 		$6.74M Sell
83,620
-15,475
-16% -$1.12M 1.55% 13
2021
Q1 		$6.77M Buy
99,095
+1,365
+1% +$96.8K 1.68% 17
2020
Q4 		$6.92M Buy
+97,730
New +$6.48M 1.93% 8

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kesler Norman & Wride's IGV Position: Q2 2026 in Review

Kesler Norman & Wride reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 51% in Q2 2026, selling an estimated $262K and leaving 2,807 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #249.

Kesler Norman & Wride first reported a position in IGV in Q4 2020 and has held it in 18 quarters since. The position peaked at $7.27M in Q4 2021. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Kesler Norman & Wride held 2,807 shares of iShares Expanded Tech-Software Sector ETF worth $254K as of Q2 2026.
  • Kesler Norman & Wride sold 2,950 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $262K.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Kesler Norman & Wride's portfolio in Q2 2026, its #249 holding.
  • Kesler Norman & Wride first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 18 quarters since.
  • Kesler Norman & Wride's iShares Expanded Tech-Software Sector ETF position peaked at $7.27M in Q4 2021.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.