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Westwind Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Westwind Capital’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 		$2.38M Buy
26,215
+526
+2% +$46.8K 0.56% 30
2026
Q1 		$20.6M Buy
25,689
+1,544
+6% +$137K 4.94% 9
2025
Q4 		$2.55M Buy
24,145
+10,282
+74% +$1.13M 0.52% 30
2025
Q3 		$1.59M Buy
13,863
+647
+5% +$71.6K 0.33% 30
2025
Q2 		$1.45M Buy
13,216
+767
+6% +$75.9K 0.3% 29
2025
Q1 		$1.11M Sell
12,449
-193
-2% -$19.1K 0.28% 26
2024
Q4 		$1.27M Sell
12,642
-165
-1% -$16.4K 0.28% 26
2024
Q3 		$1.15M Buy
12,807
+12,422
+3,226% +$1.06M 0.28% 27
2024
Q2 		$500K Sell
385
-20,207
-98% -$1.66M 0.12% 31
2024
Q1 		$1.76M Sell
20,592
-2,518
-11% -$212K 0.44% 26
2023
Q4 		$1.88M Buy
23,110
+415
+2% +$30.7K 0.51% 25
2023
Q3 		$1.55M Buy
22,695
+75
+0.3% +$5.26K 0.48% 22
2023
Q2 		$1.56M Sell
22,620
-1,770
-7% -$111K 0.44% 24
2023
Q1 		$1.49M Sell
24,390
-185
-0.8% -$10.4K 0.47% 23
2022
Q4 		$1.26M Sell
24,575
-2,555
-9% -$132K 0.43% 23
2022
Q3 		$1.36M Buy
27,130
+5,610
+26% +$319K 0.48% 24
2022
Q2 		$1.16M Buy
21,520
+2,105
+11% +$124K 0.38% 24
2022
Q1 		$1.34M Sell
19,415
-345
-2% -$23.7K 0.36% 22
2021
Q4 		$1.57M Sell
19,760
-1,405
-7% -$117K 0.39% 23
2021
Q3 		$1.69M Buy
21,165
+500
+2% +$40.8K 0.45% 22
2021
Q2 		$1.61M Buy
20,665
+660
+3% +$47.8K 0.39% 25
2021
Q1 		$1.37M Buy
20,005
+795
+4% +$56.4K 0.4% 23
2020
Q4 		$1.36M Sell
19,210
-275
-1% -$18.2K 0.4% 21
2020
Q3 		$1.21M Sell
19,485
-70
-0.4% -$4.21K 0.41% 20
2020
Q2 		$1.11M Sell
19,555
-2,775
-12% -$139K 0.42% 20
2020
Q1 		$939K Buy
22,330
+135
+0.6% +$6.38K 0.49% 19
2019
Q4 		$1.03M Buy
+22,195
New +$984K 0.5% 19

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Westwind Capital's IGV Position: Q2 2026 in Review

Westwind Capital increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2% in Q2 2026, buying an estimated $46.8K and bringing the position to 26,215 shares worth $2.38M. The position accounts for 0.56% of the portfolio, ranked #30.

Westwind Capital first reported a position in IGV in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.6M in Q1 2026. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Westwind Capital held 26,215 shares of iShares Expanded Tech-Software Sector ETF worth $2.38M as of Q2 2026.
  • Westwind Capital bought 526 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $46.8K.
  • iShares Expanded Tech-Software Sector ETF made up 0.56% of Westwind Capital's portfolio in Q2 2026, its #30 holding.
  • Westwind Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 27 quarters since.
  • Westwind Capital's iShares Expanded Tech-Software Sector ETF position peaked at $20.6M in Q1 2026.
  • 371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.