Patriot Investment Management Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Patriot Investment Management 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 Q1	–	Sell	-1,980	Closed	-$209K	–	240
2025 Q4	$209K	Sell	1,980 -440	-18%	-$48.4K	0.01%	239
2025 Q3	$278K	Hold	2,420	–	–	0.02%	211
2025 Q2	$265K	Sell	2,420 -55	-2%	-$5.44K	0.02%	216
2025 Q1	$220K	Hold	2,475	–	–	0.02%	218
2024 Q4	$248K	Hold	2,475	–	–	0.02%	210
2024 Q3	$221K	Hold	2,475	–	–	0.02%	229
2024 Q2	$215K	Hold	2,475	–	–	0.02%	229
2024 Q1	$211K	Hold	2,475	–	–	0.02%	234
2023 Q4	$201K	Buy	+2,475	New	+$183K	0.02%	230
2023 Q1	–	Sell	-2,475	Closed	-$140K	–	304
2022 Q4	$140K	Buy	+2,475	New	+$128K	0.01%	262
2021 Q4	–	Sell	-2,700	Closed	-$215K	–	254
2021 Q3	$215K	Hold	2,700	–	–	0.02%	230
2021 Q2	$210K	Buy	+2,700	New	+$196K	0.02%	238
2020 Q3	–	Sell	-2,700	Closed	-$153K	–	409
2020 Q2	$153K	Buy	+2,700	New	+$135K	0.02%	225

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Patriot Investment Management Group's IGV Position: Q1 2026 in Review

Patriot Investment Management Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 1,980 shares — an estimated $209K sold.

Patriot Investment Management Group first reported a position in IGV in Q2 2020 and held it in 13 quarters. The position peaked at $278K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Patriot Investment Management Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Patriot Investment Management Group sold 1,980 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $209K.
Patriot Investment Management Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 13 quarters.
Patriot Investment Management Group's iShares Expanded Tech-Software Sector ETF position peaked at $278K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Patriot Investment Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.