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BOLTON SECURITIES CORPORATION’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$276K Sell
2,595
-2,400
-48% -$241K 0.01% 782
2026
Q2 		$453K Buy
4,995
+1,162
+30% +$103K 0.02% 638
2026
Q1 		$307K Buy
+3,833
New +$339K 0.01% 681
2025
Q3 		$16.8K Buy
+146
New +$16.2K ﹤0.01% 1430

Other funds holding IGV

Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IGV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 48% in Q3 2026, selling an estimated $241K and leaving 2,595 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #782.

BOLTON SECURITIES CORPORATION first reported a position in IGV in Q3 2025 and has held it in 4 quarters since. The position peaked at $453K in Q2 2026. 654 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,595 shares of iShares Expanded Tech-Software Sector ETF worth $276K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 2,400 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $241K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #782 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Expanded Tech-Software Sector ETF position peaked at $453K in Q2 2026.
  • 654 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.