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

Westfuller 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	$259K	Sell	3,230 -800	-20%	-$70.8K	0.11%	116
2025 Q4	$426K	Hold	4,030	–	–	0.17%	89
2025 Q3	$463K	Sell	4,030 -325	-7%	-$36K	0.21%	86
2025 Q2	$477K	Hold	4,355	–	–	0.27%	71
2025 Q1	$388K	Sell	4,355 -193	-4%	-$19.1K	0.26%	64
2024 Q4	$455K	Hold	4,548	–	–	0.29%	65
2024 Q3	$406K	Buy	+4,548	New	+$390K	0.29%	62
2024 Q1	$388K	Buy	+4,548	New	+$384K	0.47%	52

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

Westfuller Advisors's IGV Position: Q1 2026 in Review

Westfuller Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 20% in Q1 2026, selling an estimated $70.8K and leaving 3,230 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #116.

Westfuller Advisors first reported a position in IGV in Q1 2024 and has held it in 8 quarters since. The position peaked at $477K in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Westfuller Advisors held 3,230 shares of iShares Expanded Tech-Software Sector ETF worth $259K as of Q1 2026.
Westfuller Advisors sold 800 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $70.8K.
iShares Expanded Tech-Software Sector ETF made up 0.11% of Westfuller Advisors's portfolio in Q1 2026, its #116 holding.
Westfuller Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $477K in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.