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

NVWM 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 		$738K Buy
6,928
+17
+0.2% +$1.7K 0.14% 153
2026
Q2 		$626K Sell
6,911
-238
-3% -$21.2K 0.13% 165
2026
Q1 		$572K Sell
7,149
-4,540
-39% -$402K 0.13% 168
2025
Q4 		$1.24M Buy
11,689
+254
+2% +$27.9K 0.27% 111
2025
Q3 		$1.32M Sell
11,435
-171
-1% -$18.9K 0.3% 104
2025
Q2 		$1.27M Sell
11,606
-62
-0.5% -$6.13K 0.31% 94
2025
Q1 		$1.04M Sell
11,668
-19
-0.2% -$1.88K 0.28% 107
2024
Q4 		$1.17M Sell
11,687
-1,250
-10% -$124K 0.3% 97
2024
Q3 		$1.16M Buy
12,937
+12
+0.1% +$1.03K 0.29% 105
2024
Q2 		$1.12M Buy
12,925
+5,184
+67% +$426K 0.3% 101
2024
Q1 		$660K Sell
7,741
-2,499
-24% -$211K 0.18% 148
2023
Q4 		$831K Sell
10,240
-1,405
-12% -$104K 0.25% 126
2023
Q3 		$795K Sell
11,645
-225
-2% -$15.8K 0.26% 119
2023
Q2 		$821K Sell
11,870
-85
-0.7% -$5.34K 0.27% 121
2023
Q1 		$729K Buy
11,955
+80
+0.7% +$4.48K 0.24% 122
2022
Q4 		$608K Buy
11,875
+3,490
+42% +$181K 0.22% 136
2022
Q3 		$419K Sell
8,385
-1,300
-13% -$73.9K 0.17% 149
2022
Q2 		$522K Sell
9,685
-5,785
-37% -$340K 0.2% 143
2022
Q1 		$1.07M Buy
15,470
+1,795
+13% +$123K 0.34% 102
2021
Q4 		$1.09M Buy
13,675
+700
+5% +$58.5K 0.34% 107
2021
Q3 		$1.04M Sell
12,975
-970
-7% -$79.2K 0.37% 102
2021
Q2 		$1.09M Buy
13,945
+260
+2% +$18.8K 0.39% 89
2021
Q1 		$935K Sell
13,685
-14,530
-51% -$1.03M 0.37% 99
2020
Q4 		$2M Buy
28,215
+1,360
+5% +$90.1K 0.83% 35
2020
Q3 		$1.67M Buy
26,855
+590
+2% +$35.4K 0.78% 35
2020
Q2 		$1.49M Buy
26,265
+14,530
+124% +$729K 0.8% 38
2020
Q1 		$494K Buy
11,735
+470
+4% +$22.2K 0.34% 86
2019
Q4 		$525K Sell
11,265
-80
-0.7% -$3.55K 0.31% 100
2019
Q3 		$481K Buy
11,345
+360
+3% +$15.7K 0.3% 115
2019
Q2 		$480K Buy
+10,985
New +$471K 0.29% 121

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Ninety One
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Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM

NVWM LLC's IGV Position: Q3 2026 in Review

NVWM LLC increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.25% in Q3 2026, buying an estimated $1.7K and bringing the position to 6,928 shares worth $738K. The position accounts for 0.14% of the portfolio, ranked #153.

NVWM LLC first reported a position in IGV in Q2 2019 and has held it in 30 quarters since. The position peaked at $2M in Q4 2020. 248 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • NVWM LLC held 6,928 shares of iShares Expanded Tech-Software Sector ETF worth $738K as of Q3 2026.
  • NVWM LLC bought 17 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $1.7K.
  • iShares Expanded Tech-Software Sector ETF made up 0.14% of NVWM LLC's portfolio in Q3 2026, its #153 holding.
  • NVWM LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 30 quarters since.
  • NVWM LLC's iShares Expanded Tech-Software Sector ETF position peaked at $2M in Q4 2020.
  • 248 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.