Park Square Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Park Square Financial Group’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	–	Sell	-7	Closed	-$560	–	235
2026 Q1	$560	Buy	+7	New	+$620	﹤0.01%	227
2025 Q2	–	Sell	-250	Closed	-$22.2K	–	1029
2025 Q1	$22.2K	Hold	250	–	–	0.02%	415
2024 Q4	$25K	Buy	+250	New	+$24.8K	0.02%	390

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

Park Square Financial Group's IGV Position: Q2 2026 in Review

Park Square Financial Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 7 shares — an estimated $560 sold.

Park Square Financial Group first reported a position in IGV in Q4 2024 and held it in 3 quarters. The position peaked at $25K in Q4 2024. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Park Square Financial Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 7 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $560.
Park Square Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $25K in Q4 2024.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.