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 Q2	$747K	Buy	8,245 +5,415	+191%	+$481K	0.19%	109
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 $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

LOM Asset Management's IGV Position: Q2 2026 in Review

LOM Asset Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 191% in Q2 2026, buying an estimated $481K and bringing the position to 8,245 shares worth $747K. The position accounts for 0.19% of the portfolio, ranked #109.

LOM Asset Management first reported a position in IGV in Q2 2025 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

LOM Asset Management held 8,245 shares of iShares Expanded Tech-Software Sector ETF worth $747K as of Q2 2026.
LOM Asset Management bought 5,415 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $481K.
iShares Expanded Tech-Software Sector ETF made up 0.19% of LOM Asset Management's portfolio in Q2 2026, its #109 holding.
LOM Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 5 quarters since.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.