Houlihan Financial Resource Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Houlihan Financial Resource Group’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	$1.06M	Buy	13,283 +394	+3%	+$34.9K	0.41%	50
2025 Q4	$1.27M	Buy	12,889 +6,909	+116%	+$759K	0.48%	46
2025 Q3	$688K	Sell	5,980 -4,839	-45%	-$536K	0.6%	40
2025 Q2	$1.2M	Buy	+10,819	New	+$1.07M	0.5%	42

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Houlihan Financial Resource Group's IGV Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.1% in Q1 2026, buying an estimated $34.9K and bringing the position to 13,283 shares worth $1.06M. The position accounts for 0.41% of the portfolio, ranked #50.

Houlihan Financial Resource Group first reported a position in IGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q4 2025. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Houlihan Financial Resource Group held 13,283 shares of iShares Expanded Tech-Software Sector ETF worth $1.06M as of Q1 2026.
Houlihan Financial Resource Group bought 394 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $34.9K.
iShares Expanded Tech-Software Sector ETF made up 0.41% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #50 holding.
Houlihan Financial Resource Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 4 quarters since.
Houlihan Financial Resource Group's iShares Expanded Tech-Software Sector ETF position peaked at $1.27M in Q4 2025.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.