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 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

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

Moors & Cabot's IGV Position: Q2 2026 in Review

Moors & Cabot opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 3,527 shares worth $320K. The stake represents 0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in IGV as recently as Q1 2018.

Moors & Cabot first reported a position in IGV in Q4 2015 and has held it in 9 quarters since. The position peaked at $562K in Q3 2017. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Moors & Cabot held 3,527 shares of iShares Expanded Tech-Software Sector ETF worth $320K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Moors & Cabot position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #729 holding.
Moors & Cabot first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2015 and has held it in 9 quarters since.
Moors & Cabot's iShares Expanded Tech-Software Sector ETF position peaked at $562K in Q3 2017.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.