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Capital Analysts LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Capital Analysts LLC’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 		$132K Buy
1,638
+768
+88% +$68K ﹤0.01% 727
2025
Q4 		$92K Buy
870
+335
+63% +$36.8K ﹤0.01% 783
2025
Q3 		$62K Hold
535
– – ﹤0.01% 842
2025
Q2 		$59K Hold
535
– – ﹤0.01% 781
2025
Q1 		$48K Sell
535
-337
-39% -$33.3K ﹤0.01% 802
2024
Q4 		$88K Buy
872
+337
+63% +$33.4K ﹤0.01% 634
2024
Q3 		$48K Hold
535
– – ﹤0.01% 732
2024
Q2 		$47K Buy
535
+31
+6% +$2.55K ﹤0.01% 714
2024
Q1 		$43K Buy
504
+39
+8% +$3.29K ﹤0.01% 700
2023
Q4 		$38K Sell
465
-25
-5% -$1.85K ﹤0.01% 712
2023
Q3 		$34K Buy
490
+75
+18% +$5.26K ﹤0.01% 688
2023
Q2 		$29K Buy
415
+25
+6% +$1.57K ﹤0.01% 665
2023
Q1 		$24K Sell
390
-235
-38% -$13.2K ﹤0.01% 701
2022
Q4 		$32K Buy
625
+235
+60% +$12.2K ﹤0.01% 685
2022
Q3 		$20K Sell
390
-70
-15% -$3.98K ﹤0.01% 717
2022
Q2 		$25K Sell
460
-23,180
-98% -$1.36M ﹤0.01% 670
2022
Q1 		$1.63M Sell
23,640
-790
-3% -$54.3K 0.1% 176
2021
Q4 		$1.94M Buy
24,430
+2,875
+13% +$240K 0.12% 160
2021
Q3 		$1.72M Buy
21,555
+660
+3% +$53.9K 0.11% 163
2021
Q2 		$1.63M Sell
20,895
-10
-0% -$725 0.11% 169
2021
Q1 		$1.43M Buy
20,905
+20,515
+5,260% +$1.45M 0.1% 173
2020
Q4 		$28K Hold
390
– – ﹤0.01% 477
2020
Q3 		$24K Hold
390
– – ﹤0.01% 483
2020
Q2 		$22K Hold
390
– – ﹤0.01% 462
2020
Q1 		$16K Hold
390
– – ﹤0.01% 471
2019
Q4 		$18K Hold
390
– – ﹤0.01% 499
2019
Q3 		$16K Hold
390
– – ﹤0.01% 488
2019
Q2 		$17K Hold
390
– – ﹤0.01% 471
2019
Q1 		$16K Buy
+390
New +$15.4K ﹤0.01% 456

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

Capital Analysts LLC's IGV Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 88% in Q1 2026, buying an estimated $68K and bringing the position to 1,638 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Capital Analysts LLC first reported a position in IGV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.94M in Q4 2021. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Capital Analysts LLC held 1,638 shares of iShares Expanded Tech-Software Sector ETF worth $132K as of Q1 2026.
  • Capital Analysts LLC bought 768 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $68K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #727 holding.
  • Capital Analysts LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and has held it in 29 quarters since.
  • Capital Analysts LLC's iShares Expanded Tech-Software Sector ETF position peaked at $1.94M in Q4 2021.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.