HM Payson & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

HM Payson & Co’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	$40.8K	Buy	450 +70	+18%	+$6.22K	﹤0.01%	749
2026 Q1	$30.4K	Buy	+380	New	+$33.6K	﹤0.01%	788
2024 Q4	–	Sell	-295	Closed	-$26.4K	–	1088
2024 Q3	$26.4K	Hold	295	–	–	﹤0.01%	727
2024 Q2	$25.6K	Hold	295	–	–	﹤0.01%	719
2024 Q1	$25.2K	Hold	295	–	–	﹤0.01%	711
2023 Q4	$23.9K	Hold	295	–	–	﹤0.01%	710
2023 Q3	$20.1K	Hold	295	–	–	﹤0.01%	727
2023 Q2	$20.4K	Hold	295	–	–	﹤0.01%	722
2023 Q1	$18K	Hold	295	–	–	﹤0.01%	731
2022 Q4	$15.1K	Hold	295	–	–	﹤0.01%	713
2022 Q3	$15K	Hold	295	–	–	﹤0.01%	741
2022 Q2	$16K	Hold	295	–	–	﹤0.01%	755
2022 Q1	$20K	Hold	295	–	–	﹤0.01%	750
2021 Q4	$23K	Hold	295	–	–	﹤0.01%	739
2021 Q3	$24K	Hold	295	–	–	﹤0.01%	715
2021 Q2	$23K	Sell	295 -915	-76%	-$66.3K	﹤0.01%	713
2021 Q1	$83K	Hold	1,210	–	–	﹤0.01%	515
2020 Q4	$86K	Hold	1,210	–	–	﹤0.01%	496
2020 Q3	$75K	Hold	1,210	–	–	﹤0.01%	492
2020 Q2	$69K	Hold	1,210	–	–	﹤0.01%	479
2020 Q1	$51K	Hold	1,210	–	–	﹤0.01%	497
2019 Q4	$56K	Hold	1,210	–	–	﹤0.01%	569
2019 Q3	$51K	Hold	1,210	–	–	﹤0.01%	594
2019 Q2	$53K	Buy	+1,210	New	+$51.9K	﹤0.01%	589

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

HM Payson & Co's IGV Position: Q2 2026 in Review

HM Payson & Co increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 18% in Q2 2026, buying an estimated $6.22K and bringing the position to 450 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

HM Payson & Co first reported a position in IGV in Q2 2019 and has held it in 24 quarters since. The position peaked at $86K in Q4 2020. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

HM Payson & Co held 450 shares of iShares Expanded Tech-Software Sector ETF worth $40.8K as of Q2 2026.
HM Payson & Co bought 70 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $6.22K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #749 holding.
HM Payson & Co first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 24 quarters since.
HM Payson & Co's iShares Expanded Tech-Software Sector ETF position peaked at $86K in Q4 2020.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.