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 Q2	$25.4K	Hold	280	–	–	0.01%	150
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 $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

Pinney & Scofield's IGV Position: Q2 2026 in Review

Pinney & Scofield held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 280 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #150.

Pinney & Scofield first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.2K in Q3 2025. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Pinney & Scofield held 280 shares of iShares Expanded Tech-Software Sector ETF worth $25.4K as of Q2 2026.
Pinney & Scofield left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #150 holding.
Pinney & Scofield first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's iShares Expanded Tech-Software Sector ETF position peaked at $32.2K in Q3 2025.
884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.