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Caprock Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Caprock Group’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 		$432K Buy
5,392
+555
+11% +$49.1K 0.01% 796
2025
Q4 		$511K Hold
4,837
– – 0.01% 813
2025
Q3 		$523K Buy
+4,837
New +$535K 0.01% 794
2025
Q1 		$497K Sell
5,583
-1,764
-24% -$174K 0.02% 717
2024
Q4 		$736K Hold
7,347
– – 0.02% 506
2024
Q3 		$657K Sell
7,347
-400
-5% -$34.3K 0.02% 497
2024
Q2 		$673K Sell
7,747
-73
-0.9% -$6K 0.03% 465
2024
Q1 		$667K Hold
7,820
– – 0.04% 341
2023
Q4 		$634K Sell
7,820
-275
-3% -$20.3K 0.04% 334
2023
Q3 		$553K Hold
8,095
– – 0.04% 340
2023
Q2 		$560K Hold
8,095
– – 0.04% 346
2023
Q1 		$493K Hold
8,095
– – 0.04% 367
2022
Q4 		$414K Buy
8,095
+20
+0.2% +$1.04K 0.04% 330
2022
Q3 		$404K Sell
8,075
-300
-4% -$17.1K 0.04% 327
2022
Q2 		$452K Buy
8,375
+145
+2% +$8.52K 0.04% 284
2022
Q1 		$568K Hold
8,230
– – 0.05% 260
2021
Q4 		$655K Buy
8,230
+155
+2% +$12.9K 0.05% 237
2021
Q3 		$645K Hold
8,075
– – 0.06% 224
2021
Q2 		$630K Hold
8,075
– – 0.06% 230
2021
Q1 		$551K Sell
8,075
-1,140
-12% -$80.8K 0.06% 229
2020
Q4 		$653K Buy
9,215
+2,785
+43% +$185K 0.07% 187
2020
Q3 		$400K Buy
6,430
+310
+5% +$18.6K 0.05% 248
2020
Q2 		$348K Buy
+6,120
New +$307K 0.05% 257

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Caprock Group's IGV Position: Q1 2026 in Review

Caprock Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 11% in Q1 2026, buying an estimated $49.1K and bringing the position to 5,392 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #796.

Caprock Group first reported a position in IGV in Q2 2020 and has held it in 23 quarters since. The position peaked at $736K in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Caprock Group held 5,392 shares of iShares Expanded Tech-Software Sector ETF worth $432K as of Q1 2026.
  • Caprock Group bought 555 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $49.1K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #796 holding.
  • Caprock Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 23 quarters since.
  • Caprock Group's iShares Expanded Tech-Software Sector ETF position peaked at $736K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.