WH
IGV icon

Whitcomb & Hess’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Whitcomb & Hess’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 		$251K Sell
2,775
-463
-14% -$41.2K 0.05% 55
2026
Q1 		$259K Buy
+3,238
New +$287K 0.06% 53

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Whitcomb & Hess's IGV Position: Q2 2026 in Review

Whitcomb & Hess reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 14% in Q2 2026, selling an estimated $41.2K and leaving 2,775 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #55.

Whitcomb & Hess first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. The position peaked at $259K in Q1 2026. 484 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Whitcomb & Hess held 2,775 shares of iShares Expanded Tech-Software Sector ETF worth $251K as of Q2 2026.
  • Whitcomb & Hess sold 463 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $41.2K.
  • iShares Expanded Tech-Software Sector ETF made up 0.05% of Whitcomb & Hess's portfolio in Q2 2026, its #55 holding.
  • Whitcomb & Hess first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • Whitcomb & Hess's iShares Expanded Tech-Software Sector ETF position peaked at $259K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.