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

MWA 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	$303K	Sell	3,785 -75	-2%	-$6.64K	0.17%	98
2025 Q4	$408K	Sell	3,860 -225	-6%	-$24.7K	0.23%	85
2025 Q3	$470K	Buy	4,085 +45	+1%	+$4.98K	0.26%	81
2025 Q2	$442K	Buy	4,040 +20	+0.5%	+$1.98K	0.27%	82
2025 Q1	$358K	Buy	4,020 +55	+1%	+$5.43K	0.25%	93
2024 Q4	$397K	Sell	3,965 -35	-0.9%	-$3.47K	0.26%	86
2024 Q3	$357K	Sell	4,000 -45	-1%	-$3.86K	0.24%	97
2024 Q2	$352K	Buy	4,045 +105	+3%	+$8.62K	0.25%	90
2024 Q1	$336K	Sell	3,940 -185	-4%	-$15.6K	0.24%	94
2023 Q4	$335K	Buy	4,125 +405	+11%	+$30K	0.28%	88
2023 Q3	$254K	Buy	+3,720	New	+$261K	0.25%	98

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

MWA Asset Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.9% in Q1 2026, selling an estimated $6.64K and leaving 3,785 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #98.

MWA Asset Management first reported a position in IGV in Q3 2023 and has held it in 11 quarters since. The position peaked at $470K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

MWA Asset Management held 3,785 shares of iShares Expanded Tech-Software Sector ETF worth $303K as of Q1 2026.
MWA Asset Management sold 75 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $6.64K.
iShares Expanded Tech-Software Sector ETF made up 0.17% of MWA Asset Management's portfolio in Q1 2026, its #98 holding.
MWA Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and has held it in 11 quarters since.
MWA Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $470K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on MWA Asset Management's 13F filing for Q1 2026, filed 7 May 2026.