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

Chicago 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	$6.95M	Buy	+76,747	New	+$6.82M	2.47%	18
2026 Q1	–	Sell	-11,656	Closed	-$1.23M	–	60
2025 Q4	$1.23M	Sell	11,656 -95,085	-89%	-$10.5M	0.5%	28
2025 Q3	$12.3M	Buy	106,741 +425	+0.4%	+$47K	5.35%	6
2025 Q2	$11.6M	Sell	106,316 -176	-0.2%	-$17.4K	5.55%	4
2025 Q1	$9.48M	Buy	106,492 +764	+0.7%	+$75.5K	4.97%	11
2024 Q4	$10.6M	Buy	+105,728	New	+$10.5M	5.5%	5
2024 Q3	–	Sell	-122,016	Closed	-$10.6M	–	50
2024 Q2	$10.6M	Buy	122,016 +2,914	+2%	+$239K	6.1%	2
2024 Q1	$10.2M	Buy	119,102 +657	+0.6%	+$55.4K	6.03%	4
2023 Q4	$9.61M	Sell	118,445 -730	-0.6%	-$54K	6.57%	2
2023 Q3	$8.13M	Buy	119,175 +180	+0.2%	+$12.6K	6.41%	7
2023 Q2	$8.23M	Buy	+118,995	New	+$7.47M	6.27%	8

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Chicago Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 76,747 shares worth $6.95M. The stake represents 2.47% of the portfolio and ranks #18 among its holdings. This is a return to the name: Chicago Wealth Management previously reported a position in IGV as recently as Q4 2025.

Chicago Wealth Management first reported a position in IGV in Q2 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q3 2025. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Chicago Wealth Management held 76,747 shares of iShares Expanded Tech-Software Sector ETF worth $6.95M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Chicago Wealth Management position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 2.47% of Chicago Wealth Management's portfolio in Q2 2026, its #18 holding.
Chicago Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 11 quarters since.
Chicago Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $12.3M in Q3 2025.
884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.