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 Q2	$293K	Hold	3,230	–	–	0.11%	119
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 $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

Westfuller Advisors's IGV Position: Q2 2026 in Review

Westfuller Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 3,230 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #119.

Westfuller Advisors first reported a position in IGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $477K in Q2 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Westfuller Advisors held 3,230 shares of iShares Expanded Tech-Software Sector ETF worth $293K as of Q2 2026.
Westfuller Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.11% of Westfuller Advisors's portfolio in Q2 2026, its #119 holding.
Westfuller Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $477K in Q2 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.