Abbot Financial Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Abbot Financial 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 Q2	$238K	Sell	2,625 -400	-13%	-$35.6K	0.08%	134
2026 Q1	$242K	Hold	3,025	–	–	0.1%	127
2025 Q4	$320K	Sell	3,025 -75	-2%	-$8.24K	0.13%	118
2025 Q3	$357K	Hold	3,100	–	–	0.15%	115
2025 Q2	$339K	Hold	3,100	–	–	0.16%	115
2025 Q1	$276K	Hold	3,100	–	–	0.14%	117
2024 Q4	$310K	Hold	3,100	–	–	0.15%	114
2024 Q3	$277K	Hold	3,100	–	–	0.14%	116
2024 Q2	$269K	Buy	3,100 +500	+19%	+$41.1K	0.14%	110
2024 Q1	$222K	Buy	+2,600	New	+$219K	0.12%	113
2022 Q3	–	Sell	-7,995	Closed	-$431K	–	116
2022 Q2	$431K	Buy	7,995 +255	+3%	+$15K	0.26%	87
2022 Q1	$534K	Buy	+7,740	New	+$532K	0.26%	85

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

Abbot Financial Management's IGV Position: Q2 2026 in Review

Abbot Financial Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 13% in Q2 2026, selling an estimated $35.6K and leaving 2,625 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #134.

Abbot Financial Management first reported a position in IGV in Q1 2022 and has held it in 12 quarters since. The position peaked at $534K in Q1 2022. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Abbot Financial Management held 2,625 shares of iShares Expanded Tech-Software Sector ETF worth $238K as of Q2 2026.
Abbot Financial Management sold 400 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $35.6K.
iShares Expanded Tech-Software Sector ETF made up 0.08% of Abbot Financial Management's portfolio in Q2 2026, its #134 holding.
Abbot Financial Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 12 quarters since.
Abbot Financial Management's iShares Expanded Tech-Software Sector ETF position peaked at $534K in Q1 2022.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.