WSC
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Wellington Shields & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wellington Shields & Co’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 		– Sell
-650
Closed -$68.7K – 329
2025
Q4 		$68.7K Hold
650
– – 0.02% 292
2025
Q3 		$74.8K Hold
650
– – 0.02% 289
2025
Q2 		$71.2K Hold
650
– – 0.02% 277
2025
Q1 		$57.8K Hold
650
– – 0.02% 270
2024
Q4 		$65.1K Hold
650
– – 0.02% 261
2024
Q3 		$58.1K Hold
650
– – 0.02% 283
2024
Q2 		$56.5K Hold
650
– – 0.02% 274
2024
Q1 		$55.4K Hold
650
– – 0.02% 274
2023
Q4 		$52.7K Hold
650
– – 0.02% 268
2023
Q3 		$44.4K Buy
+650
New +$45.6K 0.01% 263

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return