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Cape Investment Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cape Investment Advisory’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 		$39.1K Buy
+432
New +$38.4K 0.01% 561

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cape Investment Advisory's IGV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 432 shares worth $39.1K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings.

245 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Cape Investment Advisory held 432 shares of iShares Expanded Tech-Software Sector ETF worth $39.1K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #561 holding.
  • 245 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.