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 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 $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Fund Management (CFM)'s IGV Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 143,695 shares — an estimated $12.7M sold.

Capital Fund Management (CFM) first reported a position in IGV in Q1 2024 and held it in 6 quarters. The position peaked at $21.5M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Capital Fund Management (CFM) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Capital Fund Management (CFM) sold 143,695 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $12.7M.
Capital Fund Management (CFM) first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and held it in 6 quarters.
Capital Fund Management (CFM)'s iShares Expanded Tech-Software Sector ETF position peaked at $21.5M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.