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

Paragon Financial Partners’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	$2.8M	Sell	29,606 -1,171	-4%	-$104K	1.5%	13
2026 Q1	$2.45M	Buy	30,777 +11,776	+62%	+$1.04M	1.39%	16
2025 Q4	$2.01M	Buy	19,001 +2,893	+18%	+$318K	1.24%	16
2025 Q3	$1.85M	Hold	16,108	–	–	1.17%	17
2025 Q2	$1.76M	Buy	16,108 +3,008	+23%	+$297K	1.2%	17
2025 Q1	$1.17M	Buy	13,100 +8,100	+162%	+$800K	0.91%	21
2024 Q4	$501K	Buy	+5,000	New	+$495K	0.38%	37

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

Paragon Financial Partners's IGV Position: Q2 2026 in Review

Paragon Financial Partners reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.8% in Q2 2026, selling an estimated $104K and leaving 29,606 shares worth $2.8M. The position accounts for 1.5% of the portfolio, ranked #13.

Paragon Financial Partners first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Paragon Financial Partners held 29,606 shares of iShares Expanded Tech-Software Sector ETF worth $2.8M as of Q2 2026.
Paragon Financial Partners sold 1,171 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $104K.
iShares Expanded Tech-Software Sector ETF made up 1.5% of Paragon Financial Partners's portfolio in Q2 2026, its #13 holding.
Paragon Financial Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.