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

Capital Investment Advisory Services’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	$682K	Buy	7,526 +1,626	+28%	+$145K	0.04%	379
2026 Q1	$472K	Buy	5,900 +5,690	+2,710%	+$504K	0.03%	406
2025 Q4	$22.2K	Hold	210	–	–	﹤0.01%	946
2025 Q3	$24.2K	Hold	210	–	–	﹤0.01%	881
2025 Q2	$23K	Hold	210	–	–	﹤0.01%	860
2025 Q1	$18.7K	Sell	210 -649	-76%	-$64.1K	﹤0.01%	820
2024 Q4	$86K	Hold	859	–	–	0.01%	590
2024 Q3	$76.8K	Hold	859	–	–	0.01%	626
2024 Q2	$74.6K	Hold	859	–	–	0.01%	606
2024 Q1	$73.2K	Buy	859 +134	+18%	+$11.3K	0.01%	610
2023 Q4	$58.7K	Hold	725	–	–	0.01%	648
2023 Q3	$49.4K	Hold	725	–	–	﹤0.01%	629
2023 Q2	$50.1K	Hold	725	–	–	0.01%	601
2023 Q1	$44.1K	Buy	725 +75	+12%	+$4.2K	0.01%	609
2022 Q4	$33.2K	Buy	+650	New	+$33.7K	﹤0.01%	655

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Investment Advisory Services's IGV Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 28% in Q2 2026, buying an estimated $145K and bringing the position to 7,526 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #379.

Capital Investment Advisory Services first reported a position in IGV in Q4 2022 and has held it in 15 quarters since. 245 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Capital Investment Advisory Services held 7,526 shares of iShares Expanded Tech-Software Sector ETF worth $682K as of Q2 2026.
Capital Investment Advisory Services bought 1,626 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $145K.
iShares Expanded Tech-Software Sector ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #379 holding.
Capital Investment Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 15 quarters since.
245 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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