KWM
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Koa Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Koa Wealth 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 		$457K Buy
+5,043
New +$448K 0.31% 44

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Koa Wealth Management's IGV Position: Q2 2026 in Review

Koa Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 5,043 shares worth $457K. The stake represents 0.31% of the portfolio and ranks #44 among its holdings.

347 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Koa Wealth Management held 5,043 shares of iShares Expanded Tech-Software Sector ETF worth $457K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Koa Wealth Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.31% of Koa Wealth Management's portfolio in Q2 2026, its #44 holding.
  • 347 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.