WestEnd Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

WestEnd Advisors’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	$4.41K	Sell	55 -6,594	-99%	-$584K	﹤0.01%	111
2025 Q4	$703K	Sell	6,649 -6,902	-51%	-$759K	0.02%	44
2025 Q3	$1.56M	Sell	13,551 -1,607,895	-99%	-$178M	0.04%	40
2025 Q2	$178M	Buy	1,621,446 +309,669	+24%	+$30.6M	4.4%	8
2025 Q1	$117M	Buy	1,311,777 +794,111	+153%	+$78.4M	3.1%	10
2024 Q4	$51.8M	Buy	+517,666	New	+$51.3M	1.32%	15

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

WestEnd Advisors's IGV Position: Q1 2026 in Review

WestEnd Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 99% in Q1 2026, selling an estimated $584K and leaving 55 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #111.

WestEnd Advisors first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $178M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

WestEnd Advisors held 55 shares of iShares Expanded Tech-Software Sector ETF worth $4.41K as of Q1 2026.
WestEnd Advisors sold 6,594 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $584K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #111 holding.
WestEnd Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
WestEnd Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $178M in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.