WBH Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

WBH Advisory’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	$545K	Sell	6,837 -364	-5%	-$32.2K	0.04%	231
2025 Q4	$761K	Hold	7,201	–	–	0.06%	189
2025 Q3	$828K	Sell	7,201 -309	-4%	-$34.2K	0.06%	184
2025 Q2	$822K	Hold	7,510	–	–	0.07%	180
2025 Q1	$668K	Sell	7,510 -1,310	-15%	-$129K	0.06%	180
2024 Q4	$883K	Hold	8,820	–	–	0.08%	159
2024 Q3	$788K	Hold	8,820	–	–	0.07%	172
2024 Q2	$766K	Sell	8,820 -191	-2%	-$15.7K	0.08%	171
2024 Q1	$768K	Sell	9,011 -559	-6%	-$47.2K	0.08%	176
2023 Q4	$776K	Hold	9,570	–	–	0.09%	172
2023 Q3	$653K	Sell	9,570 -800	-8%	-$56.1K	0.08%	175
2023 Q2	$717K	Sell	10,370 -1,130	-10%	-$71K	0.09%	174
2023 Q1	$701K	Buy	+11,500	New	+$645K	0.09%	174
2022 Q3	$575K	Hold	11,500	–	–	0.08%	184
2022 Q2	$647K	Hold	11,500	–	–	0.09%	179
2022 Q1	$718K	Hold	11,500	–	–	0.09%	180
2021 Q4	$915K	Hold	11,500	–	–	0.1%	163
2021 Q3	$918K	Hold	11,500	–	–	0.12%	152
2021 Q2	$935K	Hold	11,500	–	–	0.14%	130
2021 Q1	$785K	Buy	11,500 +750	+7%	+$53.2K	0.13%	138
2020 Q4	$773K	Hold	10,750	–	–	0.13%	134
2020 Q3	$669K	Hold	10,750	–	–	0.14%	133
2020 Q2	$611K	Hold	10,750	–	–	0.15%	130
2020 Q1	$452	Sell	10,750 -490	-4%	-$23.2K	0.11%	141
2019 Q4	$524K	Hold	11,240	–	–	0.11%	154
2019 Q3	$476K	Hold	11,240	–	–	0.11%	155
2019 Q2	$491K	Hold	11,240	–	–	0.11%	153
2019 Q1	$474K	Sell	11,240 -810	-7%	-$32K	0.11%	154
2018 Q4	$418	Hold	12,050	–	–	0.1%	157
2018 Q3	$493K	Buy	12,050 +5	+0%	+$196	0.12%	151
2018 Q2	$440K	Sell	12,045 -5	-0%	-$180	0.11%	156
2018 Q1	$408K	Hold	12,050	–	–	0.11%	160
2017 Q4	$372K	Buy	12,050 +5	+0%	+$154	0.1%	171
2017 Q3	$352K	Hold	12,045	–	–	0.1%	173
2017 Q2	$329K	Hold	12,045	–	–	0.09%	175
2017 Q1	$304K	Hold	12,045	–	–	0.09%	181
2016 Q4	$262K	Sell	12,045 -500	-4%	-$11.2K	0.09%	193
2016 Q3	$284K	Hold	12,545	–	–	0.1%	178
2016 Q2	$263K	Sell	12,545 -1,000	-7%	-$20.6K	0.1%	162
2016 Q1	$272K	Buy	13,545 +20	+0.1%	+$378	0.09%	162
2015 Q4	$280	Hold	13,525	–	–	0.1%	158
2015 Q3	$256K	Hold	13,525	–	–	0.11%	161
2015 Q2	$269K	Buy	13,525 +5	+0%	+$100	0.11%	166
2015 Q1	$259	Hold	13,520	–	–	0.07%	177
2014 Q4	$250K	Hold	13,520	–	–	0.09%	176
2014 Q3	$233K	Buy	13,520 +5	+0%	+$87	0.08%	183
2014 Q2	$232K	Buy	+13,515	New	+$220K	0.09%	188

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 $235B AUM 32.99% 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 $377B AUM 19.32% 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

WBH Advisory's IGV Position: Q1 2026 in Review

WBH Advisory reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5.1% in Q1 2026, selling an estimated $32.2K and leaving 6,837 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #231.

WBH Advisory first reported a position in IGV in Q2 2014 and has held it in 47 quarters since. The position peaked at $935K in Q2 2021. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

WBH Advisory held 6,837 shares of iShares Expanded Tech-Software Sector ETF worth $545K as of Q1 2026.
WBH Advisory sold 364 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $32.2K.
iShares Expanded Tech-Software Sector ETF made up 0.04% of WBH Advisory's portfolio in Q1 2026, its #231 holding.
WBH Advisory first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2014 and has held it in 47 quarters since.
WBH Advisory's iShares Expanded Tech-Software Sector ETF position peaked at $935K in Q2 2021.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.