Montis Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Montis Financial’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	$778K	Sell	8,588 -765	-8%	-$68K	0.16%	75
2026 Q1	$749K	Sell	9,353 -3,302	-26%	-$292K	0.15%	72
2025 Q4	$1.34M	Sell	12,655 -520	-4%	-$57.2K	0.26%	51
2025 Q3	$1.52M	Sell	13,175 -636	-5%	-$70.4K	0.35%	48
2025 Q2	$1.51M	Sell	13,811 -3,155	-19%	-$312K	0.42%	40
2025 Q1	$1.51M	Sell	16,966 -2,597	-13%	-$257K	0.44%	37
2024 Q4	$1.96M	Buy	+19,563	New	+$1.94M	0.61%	31

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

Montis Financial's IGV Position: Q2 2026 in Review

Montis Financial reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.2% in Q2 2026, selling an estimated $68K and leaving 8,588 shares worth $778K. The position accounts for 0.16% of the portfolio, ranked #75.

Montis Financial first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2024. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Montis Financial held 8,588 shares of iShares Expanded Tech-Software Sector ETF worth $778K as of Q2 2026.
Montis Financial sold 765 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $68K.
iShares Expanded Tech-Software Sector ETF made up 0.16% of Montis Financial's portfolio in Q2 2026, its #75 holding.
Montis Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Montis Financial's iShares Expanded Tech-Software Sector ETF position peaked at $1.96M in Q4 2024.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.