Janney Montgomery Scott
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Janney Montgomery Scott’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Janney Montgomery Scott’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 		$23.7M Buy
261,112
+11,060
+4% +$983K 0.05% 397
2026
Q1 		$20M Buy
250,052
+48,613
+24% +$4.3M 0.05% 361
2025
Q4 		$21.3M Sell
201,439
-51,570
-20% -$5.67M 0.05% 354
2025
Q3 		$29.1M Sell
253,009
-1,608,764
-86% -$178M 0.07% 272
2025
Q2 		$204M Buy
1,861,773
+159,525
+9% +$15.8M 0.53% 33
2025
Q1 		$151M Buy
1,702,248
+1,085,903
+176% +$107M 0.43% 44
2024
Q4 		$61.7M Buy
616,345
+517,683
+525% +$51.3M 0.17% 126
2024
Q3 		$8.82M Sell
98,662
-11,871
-11% -$1.02M 0.02% 572
2024
Q2 		$9.61M Buy
110,533
+11,055
+11% +$908K 0.03% 523
2024
Q1 		$8.48M Sell
99,478
-15,922
-14% -$1.34M 0.03% 583
2023
Q4 		$9.36M Buy
115,400
+14,285
+14% +$1.06M 0.03% 522
2023
Q3 		$6.9M Sell
101,115
-1,805
-2% -$127K 0.03% 554
2023
Q2 		$7.12M Sell
102,920
-925
-0.9% -$58.1K 0.02% 578
2023
Q1 		$6.33M Sell
103,845
-10,425
-9% -$584K 0.03% 563
2022
Q4 		$5.85M Sell
114,270
-1,475
-1% -$76.5K 0.02% 618
2022
Q3 		$5.79M Sell
115,745
-780
-0.7% -$44.3K 0.02% 560
2022
Q2 		$6.37M Sell
116,525
-89,160
-43% -$5.24M 0.03% 514
2022
Q1 		$14.2M Sell
205,685
-28,760
-12% -$1.98M 0.06% 294
2021
Q4 		$18.6M Sell
234,445
-8,965
-4% -$749K 0.07% 247
2021
Q3 		$19.4M Sell
243,410
-960
-0.4% -$78.3K 0.08% 223
2021
Q2 		$19.1M Sell
244,370
-100
-0% -$7.25K 0.08% 223
2021
Q1 		$16.7M Sell
244,470
-11,565
-5% -$820K 0.08% 223
2020
Q4 		$18.1M Sell
256,035
-3,040
-1% -$201K 0.09% 219
2020
Q3 		$16.1M Sell
259,075
-6,465
-2% -$388K 0.09% 212
2020
Q2 		$15.1M Buy
265,540
+21,290
+9% +$1.07M 0.1% 219
2020
Q1 		$10.3M Buy
244,250
+3,845
+2% +$182K 0.08% 243
2019
Q4 		$11.2M Sell
240,405
-41,315
-15% -$1.83M 0.07% 265
2019
Q3 		$11.9M Buy
281,720
+38,250
+16% +$1.67M 0.09% 248
2019
Q2 		$10.6M Sell
243,470
-58,200
-19% -$2.49M 0.08% 257
2019
Q1 		$12.7M Buy
301,670
+22,905
+8% +$904K 0.1% 223
2018
Q4 		$9.68M Buy
278,765
+73,760
+36% +$2.67M 0.09% 234
2018
Q3 		$8.4M Buy
205,005
+22,065
+12% +$863K 0.07% 288
2018
Q2 		$6.68M Buy
182,940
+44,020
+32% +$1.59M 0.06% 308
2018
Q1 		$4.71M Buy
138,920
+51,620
+59% +$1.75M 0.05% 389
2017
Q4 		$2.7M Buy
87,300
+13,990
+19% +$431K 0.03% 541
2017
Q3 		$2.14M Sell
73,310
-645
-0.9% -$18.5K 0.02% 585
2017
Q2 		$2.02M Buy
73,955
+1,405
+2% +$37.6K 0.03% 568
2017
Q1 		$1.83M Buy
72,550
+1,055
+1% +$25.4K 0.02% 588
2016
Q4 		$1.56M Buy
71,495
+11,395
+19% +$255K 0.02% 595
2016
Q3 		$1.36M Sell
60,100
-70,790
-54% -$1.57M 0.02% 553
2016
Q2 		$2.75M Buy
130,890
+48,755
+59% +$1M 0.06% 253
2016
Q1 		$1.65M Buy
82,135
+10,710
+15% +$203K 0.04% 377
2015
Q4 		$1.48M Buy
71,425
+14,245
+25% +$294K 0.04% 423
2015
Q3 		$1.08M Sell
57,180
-2,085
-4% -$41.3K 0.03% 518
2015
Q2 		$1.18M Sell
59,265
-2,470
-4% -$49.6K 0.02% 698
2015
Q1 		$1.19M Sell
61,735
-22,140
-26% -$417K 0.02% 804
2014
Q4 		$1.56M Buy
83,875
+36,580
+77% +$655K 0.03% 655
2014
Q3 		$818K Sell
47,295
-2,880
-6% -$49.8K 0.02% 949
2014
Q2 		$863K Buy
50,175
+3,625
+8% +$59.1K 0.02% 902
2014
Q1 		$775K Buy
46,550
+5,875
+14% +$98.5K 0.02% 867
2013
Q4 		$668K Buy
40,675
+14,640
+56% +$228K 0.02% 911
2013
Q3 		$397K Buy
+26,035
New +$383K 0.01% 1145

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott's IGV Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.4% in Q2 2026, buying an estimated $983K and bringing the position to 261,112 shares worth $23.7M. The position accounts for 0.05% of the portfolio, ranked #397.

Janney Montgomery Scott first reported a position in IGV in Q3 2013 and has held it in 52 quarters since. The position peaked at $204M in Q2 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Janney Montgomery Scott held 261,112 shares of iShares Expanded Tech-Software Sector ETF worth $23.7M as of Q2 2026.
  • Janney Montgomery Scott bought 11,060 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $983K.
  • iShares Expanded Tech-Software Sector ETF made up 0.05% of Janney Montgomery Scott's portfolio in Q2 2026, its #397 holding.
  • Janney Montgomery Scott first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2013 and has held it in 52 quarters since.
  • Janney Montgomery Scott's iShares Expanded Tech-Software Sector ETF position peaked at $204M in Q2 2025.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.