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 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 $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 $235B AUM 32.99% 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

Abbot Financial Management's IGV Position: Q1 2026 in Review

Abbot Financial Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 3,025 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #127.

Abbot Financial Management first reported a position in IGV in Q1 2022 and has held it in 11 quarters since. The position peaked at $534K in Q1 2022. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Abbot Financial Management held 3,025 shares of iShares Expanded Tech-Software Sector ETF worth $242K as of Q1 2026.
Abbot Financial Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up 0.1% of Abbot Financial Management's portfolio in Q1 2026, its #127 holding.
Abbot Financial Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 11 quarters since.
Abbot Financial Management's iShares Expanded Tech-Software Sector ETF position peaked at $534K in Q1 2022.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.