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Capital Performance Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Capital Performance Advisors’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 		– Sell
-4,957
Closed -$397K – 399
2026
Q1 		$397K Buy
+4,957
New +$439K 0.03% 254
2024
Q4 		– Sell
-1,145
Closed -$102K – 1331
2024
Q3 		$102K Buy
+1,145
New +$98.2K 0.03% 190

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 Performance Advisors's IGV Position: Q2 2026 in Review

Capital Performance Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 4,957 shares — an estimated $397K sold.

Capital Performance Advisors first reported a position in IGV in Q3 2024 and held it in 2 quarters. The position peaked at $397K in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Capital Performance Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,957 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $397K.
  • Capital Performance Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $397K in Q1 2026.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.