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Western Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Western Wealth Management’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 		$1.21M Buy
13,395
+5,911
+79% +$526K 0.04% 427
2026
Q1 		$599K Buy
7,484
+719
+11% +$63.6K 0.02% 588
2025
Q4 		$715K Buy
6,765
+799
+13% +$87.8K 0.03% 431
2025
Q3 		$686K Buy
5,966
+125
+2% +$13.8K 0.04% 384
2025
Q2 		$640K Buy
5,841
+400
+7% +$39.6K 0.04% 358
2025
Q1 		$484K Buy
5,441
+331
+6% +$32.7K 0.03% 402
2024
Q4 		$512K Buy
5,110
+905
+22% +$89.7K 0.03% 452
2024
Q3 		$376K Buy
4,205
+1,835
+77% +$157K 0.02% 530
2024
Q2 		$206K Sell
2,370
-75
-3% -$6.16K 0.02% 627
2024
Q1 		$209K Sell
2,445
-1,000
-29% -$84.4K 0.02% 617
2023
Q4 		$280K Buy
+3,445
New +$255K 0.02% 571
2023
Q3 		– Sell
-3,305
Closed -$229K – 666
2023
Q2 		$229K Buy
+3,305
New +$208K 0.02% 582
2022
Q4 		– Sell
-5,960
Closed -$300K – 696
2022
Q3 		$300K Sell
5,960
-140
-2% -$7.96K 0.02% 630
2022
Q2 		$330K Sell
6,100
-4,970
-45% -$292K 0.02% 584
2022
Q1 		$763K Buy
11,070
+4,565
+70% +$313K 0.04% 404
2021
Q4 		$518K Buy
+6,505
New +$543K 0.05% 319
2021
Q2 		$425K Sell
5,460
-5,310
-49% -$385K 0.04% 399
2021
Q1 		$735K Sell
10,770
-4,735
-31% -$336K 0.1% 206
2020
Q4 		$1.1M Buy
15,505
+1,155
+8% +$76.5K 0.16% 146
2020
Q3 		$893K Sell
14,350
-1,935
-12% -$116K 0.15% 159
2020
Q2 		$926K Buy
16,285
+1,230
+8% +$61.7K 0.17% 138
2020
Q1 		$636K Sell
15,055
-210
-1% -$9.93K 0.15% 155
2019
Q4 		$711K Sell
15,265
-62,855
-80% -$2.79M 0.11% 185
2019
Q3 		$3.31M Buy
78,120
+3,720
+5% +$163K 0.69% 25
2019
Q2 		$3.25M Sell
74,400
-360
-0.5% -$15.4K 0.43% 48
2019
Q1 		$3.15M Buy
74,760
+50,935
+214% +$2.01M 0.7% 26
2018
Q4 		$829K Buy
+23,825
New +$864K 0.22% 111

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

Western Wealth Management's IGV Position: Q2 2026 in Review

Western Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 79% in Q2 2026, buying an estimated $526K and bringing the position to 13,395 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #427.

Western Wealth Management first reported a position in IGV in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.31M in Q3 2019. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Western Wealth Management held 13,395 shares of iShares Expanded Tech-Software Sector ETF worth $1.21M as of Q2 2026.
  • Western Wealth Management bought 5,911 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $526K.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Western Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 27 quarters since.
  • Western Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $3.31M in Q3 2019.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.