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

NWAM 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
Q2 		$293K Buy
+3,234
New +$288K 0.01% 567
2026
Q1 		– Sell
-2,397
Closed -$237K – 649
2025
Q4 		$237K Sell
2,397
-10,810
-82% -$1.19M 0.01% 555
2025
Q3 		$1.5M Buy
13,207
+289
+2% +$32K 0.08% 221
2025
Q2 		$1.44M Buy
12,918
+100
+0.8% +$9.89K 0.08% 217
2025
Q1 		$1.14M Buy
12,818
+1,290
+11% +$127K 0.1% 191
2024
Q4 		$1.15M Buy
11,528
+54
+0.5% +$5.35K 0.07% 242
2024
Q3 		$1.03M Buy
+11,474
New +$984K 0.06% 268
2022
Q2 		– Sell
-3,475
Closed -$240K – 531
2022
Q1 		$240K Hold
3,475
– – 0.02% 476
2021
Q4 		$276K Buy
3,475
+25
+0.7% +$2.09K 0.02% 427
2021
Q3 		$275K Hold
3,450
– – 0.02% 411
2021
Q2 		$269K Sell
3,450
-50
-1% -$3.63K 0.03% 397
2021
Q1 		$239K Buy
3,500
+190
+6% +$13.5K 0.02% 427
2020
Q4 		$234K Buy
+3,310
New +$219K 0.03% 397
2019
Q4 		– Sell
-57,430
Closed -$2.43M – 417
2019
Q3 		$2.43M Sell
57,430
-1,365
-2% -$59.7K 0.46% 49
2019
Q2 		$2.57M Buy
58,795
+615
+1% +$26.4K 0.51% 40
2019
Q1 		$2.45M Buy
58,180
+360
+0.6% +$14.2K 0.53% 39
2018
Q4 		$2.01M Buy
57,820
+725
+1% +$26.3K 0.52% 45
2018
Q3 		$2.34M Buy
57,095
+270
+0.5% +$10.6K 0.53% 40
2018
Q2 		$2.08M Buy
+56,825
New +$2.05M 0.49% 49

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NWAM LLC's IGV Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 3,234 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: NWAM LLC previously reported a position in IGV as recently as Q4 2025.

NWAM LLC first reported a position in IGV in Q2 2018 and has held it in 19 quarters since. The position peaked at $2.57M in Q2 2019. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • NWAM LLC held 3,234 shares of iShares Expanded Tech-Software Sector ETF worth $293K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new NWAM LLC position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #567 holding.
  • NWAM LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 19 quarters since.
  • NWAM LLC's iShares Expanded Tech-Software Sector ETF position peaked at $2.57M in Q2 2019.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.