Bradley Foster & Sargent’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bradley Foster & Sargent’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	–	Sell	-4,075	Closed	-$431K	–	528
2025 Q4	$431K	Sell	4,075 -10	-0.2%	-$1.1K	0.01%	412
2025 Q3	$470K	Hold	4,085	–	–	0.01%	400
2025 Q2	$447K	Hold	4,085	–	–	0.01%	405
2025 Q1	$364K	Hold	4,085	–	–	0.01%	376
2024 Q4	$409K	Hold	4,085	–	–	0.01%	382
2024 Q3	$365K	Hold	4,085	–	–	0.01%	391
2024 Q2	$355K	Hold	4,085	–	–	0.01%	389
2024 Q1	$348K	Buy	4,085 +85	+2%	+$7.17K	0.01%	382
2023 Q4	$325K	Hold	4,000	–	–	0.01%	387
2023 Q3	$277K	Hold	4,000	–	–	0.01%	399
2023 Q2	$277K	Hold	4,000	–	–	0.01%	399
2023 Q1	$244K	Hold	4,000	–	–	0.01%	400
2022 Q4	$205K	Hold	4,000	–	–	0.01%	419
2022 Q3	$200K	Hold	4,000	–	–	0.01%	411
2022 Q2	$216K	Hold	4,000	–	–	0.01%	419
2022 Q1	$276K	Sell	4,000 -250	-6%	-$17.2K	0.01%	416
2021 Q4	$338K	Buy	4,250 +250	+6%	+$20.9K	0.01%	373
2021 Q3	$319K	Hold	4,000	–	–	0.01%	358
2021 Q2	$312K	Hold	4,000	–	–	0.01%	354
2021 Q1	$273K	Sell	4,000 -3,750	-48%	-$266K	0.01%	342
2020 Q4	$549K	Sell	7,750 -330	-4%	-$21.9K	0.01%	276
2020 Q3	$503K	Buy	+8,080	New	+$485K	0.01%	252
2020 Q1	$326K	Hold	7,750	–	–	0.01%	267
2019 Q4	$361K	Sell	7,750 -2,500	-24%	-$111K	0.01%	298
2019 Q3	$434K	Buy	10,250 +250	+3%	+$10.9K	0.01%	266
2019 Q2	$437K	Hold	10,000	–	–	0.01%	271
2019 Q1	$422K	Hold	10,000	–	–	0.01%	275
2018 Q4	$347K	Hold	10,000	–	–	0.01%	282
2018 Q3	$410K	Sell	10,000 -2,000	-17%	-$78.3K	0.01%	300
2018 Q2	$438K	Hold	12,000	–	–	0.02%	291
2018 Q1	$407K	Hold	12,000	–	–	0.02%	285
2017 Q4	$371K	Hold	12,000	–	–	0.01%	286
2017 Q3	$351K	Buy	+12,000	New	+$344K	0.01%	288

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bradley Foster & Sargent's IGV Position: Q1 2026 in Review

Bradley Foster & Sargent sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 4,075 shares — an estimated $431K sold.

Bradley Foster & Sargent first reported a position in IGV in Q3 2017 and held it in 33 quarters. The position peaked at $549K in Q4 2020. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Bradley Foster & Sargent reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Bradley Foster & Sargent sold 4,075 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $431K.
Bradley Foster & Sargent first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2017 and held it in 33 quarters.
Bradley Foster & Sargent's iShares Expanded Tech-Software Sector ETF position peaked at $549K in Q4 2020.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.