Patten Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Patten 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	$914K	Sell	11,412 -5,617	-33%	-$497K	0.16%	149
2025 Q4	$1.8M	Sell	17,029 -918	-5%	-$101K	0.33%	95
2025 Q3	$2.06M	Sell	17,947 -705	-4%	-$78K	0.4%	74
2025 Q2	$2.04M	Sell	18,652 -134	-0.7%	-$13.3K	0.43%	68
2025 Q1	$1.67M	Sell	18,786 -172	-0.9%	-$17K	0.38%	83
2024 Q4	$1.9M	Sell	18,958 -172	-0.9%	-$17K	0.42%	67
2024 Q3	$1.71M	Buy	19,130 +239	+1%	+$20.5K	0.38%	76
2024 Q2	$1.64M	Buy	18,891 +46	+0.2%	+$3.78K	0.39%	71
2024 Q1	$1.61M	Hold	18,845	–	–	0.4%	72
2023 Q4	$1.53M	Sell	18,845 -1,320	-7%	-$97.7K	0.41%	68
2023 Q3	$1.38M	Sell	20,165 -100	-0.5%	-$7.01K	0.41%	71
2023 Q2	$1.4M	Sell	20,265 -315	-2%	-$19.8K	0.21%	73
2023 Q1	$1.25M	Sell	20,580 -2,760	-12%	-$155K	0.38%	81
2022 Q4	$1.19M	Sell	23,340 -225	-1%	-$11.7K	0.38%	82
2022 Q3	$1.21M	Sell	23,565 -1,845	-7%	-$105K	0.42%	74
2022 Q2	$1.46M	Sell	25,410 -3,490	-12%	-$205K	0.47%	61
2022 Q1	$1.99M	Sell	28,900 -1,545	-5%	-$106K	0.56%	50
2021 Q4	$2.42M	Buy	30,445 +675	+2%	+$56.4K	0.64%	37
2021 Q3	$2.38M	Buy	29,770 +255	+0.9%	+$20.8K	0.7%	35
2021 Q2	$2.3M	Buy	29,515 +905	+3%	+$65.6K	0.68%	38
2021 Q1	$1.95M	Hold	28,610	–	–	0.63%	44
2020 Q4	$2.03M	Buy	28,610 +215	+0.8%	+$14.2K	0.55%	45
2020 Q3	$1.77M	Buy	28,395 +275	+1%	+$16.5K	0.69%	36
2020 Q2	$1.6M	Buy	28,120 +2,925	+12%	+$147K	0.69%	38
2020 Q1	$1.06M	Buy	25,195 +3,360	+15%	+$159K	0.55%	54
2019 Q4	$1.02M	Buy	21,835 +7,850	+56%	+$348K	0.38%	83
2019 Q3	$593K	Buy	13,985 +4,075	+41%	+$178K	0.24%	108
2019 Q2	$433K	Buy	+9,910	New	+$425K	0.18%	131
2017 Q2	–	Sell	-175	Closed	-$4K	–	655
2017 Q1	$4K	Hold	175	–	–	﹤0.01%	537
2016 Q4	$4K	Hold	175	–	–	﹤0.01%	523
2016 Q3	$3.89K	Hold	175	–	–	﹤0.01%	547
2016 Q2	$3.68K	Hold	175	–	–	﹤0.01%	540
2016 Q1	$3.52K	Hold	175	–	–	﹤0.01%	568
2015 Q4	$3.63K	Hold	175	–	–	﹤0.01%	594
2015 Q3	$3.31K	Hold	175	–	–	﹤0.01%	528
2015 Q2	$3.48K	Buy	+175	New	+$3.51K	﹤0.01%	534
2015 Q1	–	Sell	-175	Closed	-$3K	–	200
2014 Q4	$3K	Buy	+175	New	+$3.13K	﹤0.01%	250

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

Patten Group's IGV Position: Q1 2026 in Review

Patten Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 33% in Q1 2026, selling an estimated $497K and leaving 11,412 shares worth $914K. The position accounts for 0.16% of the portfolio, ranked #149.

Patten Group first reported a position in IGV in Q4 2014 and has held it in 37 quarters since. The position peaked at $2.42M in Q4 2021. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Patten Group held 11,412 shares of iShares Expanded Tech-Software Sector ETF worth $914K as of Q1 2026.
Patten Group sold 5,617 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $497K.
iShares Expanded Tech-Software Sector ETF made up 0.16% of Patten Group's portfolio in Q1 2026, its #149 holding.
Patten Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and has held it in 37 quarters since.
Patten Group's iShares Expanded Tech-Software Sector ETF position peaked at $2.42M in Q4 2021.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.