RWA Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

RWA Wealth Partners’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	$1.03M	Buy	11,393 +7,079	+164%	+$629K	0.01%	344
2026 Q1	$345K	Buy	4,314 +584	+16%	+$51.7K	﹤0.01%	511
2025 Q4	$394K	Hold	3,730	–	–	﹤0.01%	481
2025 Q3	$429K	Sell	3,730 -1,189	-24%	-$132K	﹤0.01%	470
2025 Q2	$539K	Buy	4,919 +1,319	+37%	+$130K	0.01%	411
2025 Q1	$320K	Sell	3,600 -200	-5%	-$19.8K	﹤0.01%	470
2024 Q4	$380K	Buy	3,800 +200	+6%	+$19.8K	﹤0.01%	450
2024 Q3	$322K	Hold	3,600	–	–	﹤0.01%	467
2024 Q2	$313K	Hold	3,600	–	–	﹤0.01%	451
2024 Q1	$307K	Buy	3,600 +100	+3%	+$8.44K	﹤0.01%	452
2023 Q4	$284K	Hold	3,500	–	–	﹤0.01%	449
2023 Q3	$239K	Hold	3,500	–	–	0.01%	340
2023 Q2	$242K	Hold	3,500	–	–	0.01%	298
2023 Q1	$213K	Buy	+3,500	New	+$196K	0.01%	244
2022 Q2	–	Sell	-3,500	Closed	-$241K	–	251
2022 Q1	$241K	Hold	3,500	–	–	0.02%	232
2021 Q4	$278K	Sell	3,500 -76,485	-96%	-$6.39M	0.02%	217
2021 Q3	$6.38M	Buy	79,985 +76,485	+2,185%	+$6.24M	0.48%	60
2021 Q2	$273K	Hold	3,500	–	–	0.02%	211
2021 Q1	$239K	Hold	3,500	–	–	0.02%	222
2020 Q4	$248K	Sell	3,500 -285	-8%	-$18.9K	0.02%	209
2020 Q3	$236K	Buy	+3,785	New	+$227K	0.02%	191

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

RWA Wealth Partners's IGV Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 164% in Q2 2026, buying an estimated $629K and bringing the position to 11,393 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #344.

RWA Wealth Partners first reported a position in IGV in Q3 2020 and has held it in 21 quarters since. The position peaked at $6.38M in Q3 2021. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

RWA Wealth Partners held 11,393 shares of iShares Expanded Tech-Software Sector ETF worth $1.03M as of Q2 2026.
RWA Wealth Partners bought 7,079 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $629K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #344 holding.
RWA Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 21 quarters since.
RWA Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $6.38M in Q3 2021.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.