Whittier Trust’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Whittier Trust’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	$30.3K	Hold	320	–	–	﹤0.01%	952
2026 Q1	$25.7K	Sell	320 -8,398	-96%	-$743K	﹤0.01%	952
2025 Q4	$915K	Buy	8,718 +8,398	+2,624%	+$923K	0.01%	360
2025 Q3	$36.7K	Hold	320	–	–	﹤0.01%	909
2025 Q2	$35K	Hold	320	–	–	﹤0.01%	1014
2025 Q1	$28.5K	Hold	320	–	–	﹤0.01%	1038
2024 Q4	$32K	Hold	320	–	–	﹤0.01%	1013
2024 Q3	$28.6K	Hold	320	–	–	﹤0.01%	1020
2024 Q2	$27.8K	Buy	+320	New	+$26.3K	﹤0.01%	1021
2022 Q3	–	Sell	-825	Closed	-$44K	–	1700
2022 Q2	$44K	Buy	+825	New	+$48.5K	﹤0.01%	981

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

Whittier Trust's IGV Position: Q2 2026 in Review

Whittier Trust held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 320 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Whittier Trust first reported a position in IGV in Q2 2022 and has held it in 10 quarters since. The position peaked at $915K in Q4 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Whittier Trust held 320 shares of iShares Expanded Tech-Software Sector ETF worth $30.3K as of Q2 2026.
Whittier Trust left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #952 holding.
Whittier Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and has held it in 10 quarters since.
Whittier Trust's iShares Expanded Tech-Software Sector ETF position peaked at $915K in Q4 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.