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

Pinney & Scofield’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 		$22.4K Hold
280
– – 0.01% 158
2025
Q4 		$29.6K Hold
280
– – 0.02% 129
2025
Q3 		$32.2K Hold
280
– – 0.02% 125
2025
Q2 		$30.7K Hold
280
– – 0.02% 121
2025
Q1 		$24.9K Hold
280
– – 0.02% 126
2024
Q4 		$28K Buy
+280
New +$27.7K 0.02% 123

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Pinney & Scofield's IGV Position: Q1 2026 in Review

Pinney & Scofield held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 280 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #158.

Pinney & Scofield first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.2K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Pinney & Scofield held 280 shares of iShares Expanded Tech-Software Sector ETF worth $22.4K as of Q1 2026.
  • Pinney & Scofield left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #158 holding.
  • Pinney & Scofield first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's iShares Expanded Tech-Software Sector ETF position peaked at $32.2K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.