Winthrop Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Winthrop Capital 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	$71K	Hold	885	–	–	0.02%	165
2025 Q4	$94K	Hold	885	–	–	0.02%	162
2025 Q3	$102K	Hold	885	–	–	0.02%	143
2025 Q2	$97K	Sell	885 -125	-12%	-$12.4K	0.02%	154
2025 Q1	$90K	Sell	1,010 -50	-5%	-$4.94K	0.02%	143
2024 Q4	$107K	Buy	+1,060	New	+$105K	0.03%	144
2024 Q1	–	Sell	-1,200	Closed	-$97.4K	–	207
2023 Q4	$97.4K	Buy	+1,200	New	+$88.8K	0.03%	143

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 $303B AUM 53.02% 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

Winthrop Capital Management's IGV Position: Q1 2026 in Review

Winthrop Capital Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 885 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #165.

Winthrop Capital Management first reported a position in IGV in Q4 2023 and has held it in 7 quarters since. The position peaked at $107K in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Winthrop Capital Management held 885 shares of iShares Expanded Tech-Software Sector ETF worth $71K as of Q1 2026.
Winthrop Capital Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Winthrop Capital Management's portfolio in Q1 2026, its #165 holding.
Winthrop Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares Expanded Tech-Software Sector ETF position peaked at $107K in Q4 2024.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.