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Whalen Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Whalen Wealth Management’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 		– Sell
-1,955
Closed -$207K – 201
2025
Q4 		$207K Buy
+1,955
New +$215K 0.11% 187
2025
Q3 		– Sell
-3,147
Closed -$345K – 217
2025
Q2 		$345K Buy
+3,147
New +$311K 0.22% 128

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Whalen Wealth Management's IGV Position: Q1 2026 in Review

Whalen Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 1,955 shares — an estimated $207K sold.

Whalen Wealth Management first reported a position in IGV in Q2 2025 and held it in 2 quarters. The position peaked at $345K in Q2 2025. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Whalen Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,955 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $207K.
  • Whalen Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 2 quarters.
  • Whalen Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $345K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.