Patriot Investment Management Group 13F: New $211K Stake in IGV

Patriot Investment Management Group added a new holding in iShares Expanded Tech-Software Sector ETF (Cboe US: IGV), picking up 1,980 shares during the period. The disclosure came to light in a Form 13F regulatory filing with the U.S. Securities and Exchange Commission on October 15, 2026. Institutional 13F reports look backward at historical holdings at the close of a quarter and might not show the fund's exact trading activity today.

What Changed in Patriot Investment Management Group's iShares Expanded Tech-Software Sector ETF Position

The firm opened a brand-new stake in the software sector fund, going from zero shares to 1,980 shares. The reported value of this initial purchase stood at $210,831. Because 13F filings reflect portfolio snapshots from the end of the reporting period, investors must wait for future filings to see if the firm builds on this position.

iShares Expanded Tech-Software Sector ETF Stock Down 3.3%

The fund recently traded around $104.08 as of October 16, 2026. The shares sit about 1.6% below their 50-day moving average of $105.80 and roughly 11.0% above their 200-day moving average of $93.74. The stock has moved between a 52-week low of $73.93 and a 52-week high of $117.76 over the past year. The exchange-traded fund carries a price-to-earnings ratio of 32.83.

Dividend

iShares Expanded Tech-Software Sector ETF offers a dividend yield of 0.02% based on recent data.

About iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF focuses on U.S. and Canadian equities tied to the software industry, interactive home entertainment, and interactive media services. The fund targets companies in these digital segments, giving investors broad access to the tech sector. Major institutional moves into the fund highlight how asset managers position themselves within software equities.

Bottom Line

Patriot Investment Management Group's new position gives a look at how institutional money flowed into software equities during the period. Observers will need to check subsequent quarterly filings to track whether the fund adjusts its stake. Remember that 13F filings are historical disclosures and do not capture real-time trades. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.