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KWMG LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

KWMG LLC’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
Q3 		$8.22M Buy
77,228
+3,047
+4% +$305K 0.59% 51
2026
Q2 		$6.72M Buy
74,181
+2,634
+4% +$234K 0.49% 67
2026
Q1 		$5.73M Buy
71,547
+2,539
+4% +$225K 0.48% 74
2025
Q4 		$7.29M Buy
69,008
+393
+0.6% +$43.2K 0.63% 52
2025
Q3 		$7.89M Buy
68,615
+656
+1% +$72.6K 0.69% 46
2025
Q2 		$7.44M Buy
67,959
+158
+0.2% +$15.6K 0.7% 46
2025
Q1 		$6.03M Buy
67,801
+442
+0.7% +$43.7K 0.61% 58
2024
Q4 		$6.74M Sell
67,359
-3,822
-5% -$379K 0.69% 47
2024
Q3 		$6.36M Sell
71,181
-200
-0.3% -$17.1K 0.64% 59
2024
Q2 		$6.2M Sell
71,381
-1,175
-2% -$96.5K 0.67% 47
2024
Q1 		$6.19M Sell
72,556
-994
-1% -$83.9K 0.68% 51
2023
Q4 		$5.97M Sell
73,550
-3,380
-4% -$250K 0.7% 48
2023
Q3 		$5.25M Sell
76,930
-255
-0.3% -$17.9K 0.66% 46
2023
Q2 		$5.34M Buy
77,185
+2,825
+4% +$177K 0.66% 49
2023
Q1 		$4.53M Buy
74,360
+1,715
+2% +$96.1K 0.61% 55
2022
Q4 		$3.72M Buy
72,645
+2,835
+4% +$147K 0.53% 72
2022
Q3 		$3.49M Buy
69,810
+2,790
+4% +$159K 0.54% 63
2022
Q2 		$3.61M Buy
67,020
+6,755
+11% +$397K 0.54% 66
2022
Q1 		$4.16M Buy
60,265
+2,775
+5% +$191K 0.57% 65
2021
Q4 		$4.57M Sell
57,490
-495
-0.9% -$41.3K 0.62% 54
2021
Q3 		$4.63M Buy
57,985
+405
+0.7% +$33.1K 0.68% 41
2021
Q2 		$4.56M Buy
57,580
+850
+1% +$61.6K 0.68% 40
2021
Q1 		$3.87M Sell
56,730
-290
-0.5% -$20.6K 0.62% 56
2020
Q4 		$4.04M Buy
57,020
+255
+0.4% +$16.9K 0.72% 40
2020
Q3 		$3.53M Buy
56,765
+945
+2% +$56.8K 0.71% 46
2020
Q2 		$3.17M Buy
+55,820
New +$2.8M 0.69% 45

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

KWMG LLC's IGV Position: Q3 2026 in Review

KWMG LLC increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.1% in Q3 2026, buying an estimated $305K and bringing the position to 77,228 shares worth $8.22M. The position accounts for 0.59% of the portfolio, ranked #51.

KWMG LLC first reported a position in IGV in Q2 2020 and has held it in 26 quarters since. 42 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • KWMG LLC held 77,228 shares of iShares Expanded Tech-Software Sector ETF worth $8.22M as of Q3 2026.
  • KWMG LLC bought 3,047 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $305K.
  • iShares Expanded Tech-Software Sector ETF made up 0.59% of KWMG LLC's portfolio in Q3 2026, its #51 holding.
  • KWMG LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 26 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.