Capital Fund Management (CFM)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Capital Fund Management (CFM)’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	$21.3M	Buy	+234,549	New	+$20.9M	0.09%	298
2026 Q1	–	Sell	-143,695	Closed	-$12.7M	–	2299
2025 Q4	$15.2M	Sell	143,695 -43,523	-23%	-$4.78M	0.04%	616
2025 Q3	$21.5M	Buy	+187,218	New	+$20.7M	0.06%	480
2025 Q2	–	Sell	-11,241	Closed	-$1.11M	–	2419
2025 Q1	$1M	Sell	11,241 -68,577	-86%	-$6.77M	﹤0.01%	1672
2024 Q4	$7.99M	Buy	+79,818	New	+$7.91M	0.02%	854
2024 Q3	–	Sell	-34,640	Closed	-$2.97M	–	2049
2024 Q2	$3.01M	Sell	34,640 -54,000	-61%	-$4.44M	0.01%	1207
2024 Q1	$7.56M	Buy	+88,640	New	+$7.48M	0.02%	857

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

Capital Fund Management (CFM)'s IGV Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 234,549 shares worth $21.3M. The stake represents 0.09% of the portfolio and ranks #298 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in IGV as recently as Q4 2025.

Capital Fund Management (CFM) first reported a position in IGV in Q1 2024 and has held it in 7 quarters since. The position peaked at $21.5M in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Capital Fund Management (CFM) held 234,549 shares of iShares Expanded Tech-Software Sector ETF worth $21.3M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Capital Fund Management (CFM) position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.09% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #298 holding.
Capital Fund Management (CFM) first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 7 quarters since.
Capital Fund Management (CFM)'s iShares Expanded Tech-Software Sector ETF position peaked at $21.5M in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.