Moors & Cabot’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Moors & Cabot’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 Q3	$336K	Sell	3,160 -367	-10%	-$36.8K	0.01%	710
2026 Q2	$320K	Buy	+3,527	New	+$314K	0.01%	729
2018 Q2	–	Sell	-11,850	Closed	-$402K	–	579
2018 Q1	$402K	Buy	11,850 +10	+0.1%	+$338	0.05%	368
2017 Q4	$367K	Sell	11,840 -7,390	-38%	-$228K	0.05%	372
2017 Q3	$562K	Hold	19,230	–	–	0.08%	283
2017 Q2	$526K	Buy	19,230 +1,265	+7%	+$33.8K	0.09%	276
2017 Q1	$454K	Sell	17,965 -1,060	-6%	-$25.6K	0.08%	293
2016 Q4	$414K	Buy	19,025 +7,725	+68%	+$173K	0.07%	323
2016 Q3	$257K	Buy	+11,300	New	+$251K	0.04%	421
2016 Q1	–	Sell	-11,695	Closed	-$242K	–	544
2015 Q4	$242K	Buy	+11,695	New	+$241K	0.04%	408

Other funds holding IGV

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Moors & Cabot's IGV Position: Q3 2026 in Review

Moors & Cabot reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 10% in Q3 2026, selling an estimated $36.8K and leaving 3,160 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #710.

Moors & Cabot first reported a position in IGV in Q4 2015 and has held it in 10 quarters since. The position peaked at $562K in Q3 2017. 491 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Moors & Cabot held 3,160 shares of iShares Expanded Tech-Software Sector ETF worth $336K as of Q3 2026.
Moors & Cabot sold 367 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $36.8K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #710 holding.
Moors & Cabot first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2015 and has held it in 10 quarters since.
Moors & Cabot's iShares Expanded Tech-Software Sector ETF position peaked at $562K in Q3 2017.
491 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.