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

SWMG 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 		$627K Sell
5,771
-332
-5% -$33.3K 0.14% 57
2026
Q2 		$571K Buy
+6,103
New +$543K 0.13% 55

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Ayalon Insurance Company
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SWMG LLC's IGV Position: Q3 2026 in Review

SWMG LLC reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5.4% in Q3 2026, selling an estimated $33.3K and leaving 5,771 shares worth $627K. The position accounts for 0.14% of the portfolio, ranked #57.

SWMG LLC first reported a position in IGV in Q2 2026 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • SWMG LLC held 5,771 shares of iShares Expanded Tech-Software Sector ETF worth $627K as of Q3 2026.
  • SWMG LLC sold 332 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $33.3K.
  • iShares Expanded Tech-Software Sector ETF made up 0.14% of SWMG LLC's portfolio in Q3 2026, its #57 holding.
  • SWMG LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.