Capital Fund Management (CFM)
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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 		$4.43M Sell
48,900
-42,800
-47% -$3.81M 0.02% 985
2026
Q1 		$7.34M Sell
91,700
-31,800
-26% -$2.81M 0.03% 702
2025
Q4 		$13.1M Sell
123,500
-114,000
-48% -$12.5M 0.04% 691
2025
Q3 		$27.3M Sell
237,500
-118,700
-33% -$13.1M 0.07% 384
2025
Q2 		$39M Sell
356,200
-173,500
-33% -$17.2M 0.11% 270
2025
Q1 		$47.1M Buy
529,700
+498,700
+1,609% +$49.3M 0.14% 217
2024
Q4 		$3.1M Buy
+31,000
New +$3.07M 0.01% 1315
2024
Q3 		– Sell
-104,200
Closed -$9.05M – 2050
2024
Q2 		$9.05M Sell
104,200
-47,800
-31% -$3.93M 0.03% 715
2024
Q1 		$13M Sell
152,000
-134,000
-47% -$11.3M 0.04% 616
2023
Q4 		$23.2M Buy
286,000
+10,500
+4% +$777K 0.06% 406
2023
Q3 		$18.8M Buy
275,500
+64,500
+31% +$4.52M 0.07% 370
2023
Q2 		$14.6M Buy
211,000
+93,500
+80% +$5.87M 0.06% 434
2023
Q1 		$7.16M Sell
117,500
-31,000
-21% -$1.74M 0.03% 603
2022
Q4 		$7.6M Buy
148,500
+59,500
+67% +$3.08M 0.05% 491
2022
Q3 		$4.45M Buy
+89,000
New +$5.06M 0.04% 584

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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. 889 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.
  • 889 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.