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Essex Savings Bank’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Essex Savings Bank’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 		$299K Buy
3,297
+705
+27% +$62.7K 0.06% 241
2026
Q1 		$207K Buy
2,592
+67
+3% +$5.93K 0.05% 296
2025
Q4 		$267K Hold
2,525
– – 0.06% 252
2025
Q3 		$290K Hold
2,525
– – 0.07% 231
2025
Q2 		$276K Hold
2,525
– – 0.07% 233
2025
Q1 		$225K Hold
2,525
– – 0.06% 269
2024
Q4 		$253K Hold
2,525
– – 0.06% 238
2024
Q3 		$226K Hold
2,525
– – 0.06% 263
2024
Q2 		$219K Buy
+2,525
New +$207K 0.06% 243

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Essex Savings Bank's IGV Position: Q2 2026 in Review

Essex Savings Bank increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 27% in Q2 2026, buying an estimated $62.7K and bringing the position to 3,297 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #241.

Essex Savings Bank first reported a position in IGV in Q2 2024 and has held it in 9 quarters since. 525 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Essex Savings Bank held 3,297 shares of iShares Expanded Tech-Software Sector ETF worth $299K as of Q2 2026.
  • Essex Savings Bank bought 705 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $62.7K.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #241 holding.
  • Essex Savings Bank first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and has held it in 9 quarters since.
  • 525 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.