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LOM Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

LOM Asset 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
Q1 		$227K Buy
2,830
+1,630
+136% +$144K 0.07% 151
2025
Q4 		$127K Buy
1,200
+500
+71% +$55K 0.04% 171
2025
Q3 		$81K Hold
700
– – 0.02% 172
2025
Q2 		$77K Buy
+700
New +$69.2K 0.03% 168

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LOM Asset Management's IGV Position: Q1 2026 in Review

LOM Asset Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 136% in Q1 2026, buying an estimated $144K and bringing the position to 2,830 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #151.

LOM Asset Management first reported a position in IGV in Q2 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • LOM Asset Management held 2,830 shares of iShares Expanded Tech-Software Sector ETF worth $227K as of Q1 2026.
  • LOM Asset Management bought 1,630 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $144K.
  • iShares Expanded Tech-Software Sector ETF made up 0.07% of LOM Asset Management's portfolio in Q1 2026, its #151 holding.
  • LOM Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.