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

Patten & Patten’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	$236K	Sell	2,602 -34,675	-93%	-$3.08M	0.01%	329
2026 Q1	$2.98M	Sell	37,277 -4,260	-10%	-$377K	0.18%	100
2025 Q4	$4.39M	Sell	41,537 -2,075	-5%	-$228K	0.26%	83
2025 Q3	$5.02M	Sell	43,612 -1,220	-3%	-$135K	0.29%	77
2025 Q2	$4.91M	Sell	44,832 -4,073	-8%	-$403K	0.32%	74
2025 Q1	$4.35M	Buy	+48,905	New	+$4.83M	0.29%	69

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

Patten & Patten's IGV Position: Q2 2026 in Review

Patten & Patten reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 93% in Q2 2026, selling an estimated $3.08M and leaving 2,602 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #329.

Patten & Patten first reported a position in IGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.02M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Patten & Patten held 2,602 shares of iShares Expanded Tech-Software Sector ETF worth $236K as of Q2 2026.
Patten & Patten sold 34,675 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $3.08M.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #329 holding.
Patten & Patten first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 6 quarters since.
Patten & Patten's iShares Expanded Tech-Software Sector ETF position peaked at $5.02M in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.