Blue Chip Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Blue Chip 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 Q1	–	Sell	-2,937	Closed	-$310K	–	174
2025 Q4	$310K	Buy	2,937 +69	+2%	+$7.58K	0.02%	140
2025 Q3	$330K	Buy	2,868 +23	+0.8%	+$2.55K	0.02%	132
2025 Q2	$312K	Hold	2,845	–	–	0.03%	131
2025 Q1	$253K	Sell	2,845 -2,125	-43%	-$210K	0.02%	142
2024 Q4	$498K	Buy	4,970 +375	+8%	+$37.2K	0.04%	107
2024 Q3	$411K	Hold	4,595	–	–	0.04%	103
2024 Q2	$399K	Hold	4,595	–	–	0.04%	100
2024 Q1	$392K	Sell	4,595 -605	-12%	-$51.1K	0.04%	99
2023 Q4	$422K	Hold	5,200	–	–	0.04%	97
2023 Q3	$355K	Hold	5,200	–	–	0.04%	101
2023 Q2	$360K	Sell	5,200 -275	-5%	-$17.3K	0.04%	109
2023 Q1	$334K	Buy	+5,475	New	+$307K	0.04%	109

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Blue Chip Partners's IGV Position: Q1 2026 in Review

Blue Chip Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 2,937 shares — an estimated $310K sold.

Blue Chip Partners first reported a position in IGV in Q1 2023 and held it in 12 quarters. The position peaked at $498K in Q4 2024. 764 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Blue Chip Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Blue Chip Partners sold 2,937 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $310K.
Blue Chip Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 12 quarters.
Blue Chip Partners's iShares Expanded Tech-Software Sector ETF position peaked at $498K in Q4 2024.
764 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.