Capstone Investment Advisors
IGV icon

Capstone Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Capstone Investment 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
Q1 		$2.8M Buy
+35,000
New +$3.1M ﹤0.01% 556

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.3% 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 $303B AUM 53.02% 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 $445B AUM 25.58% 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

Capstone Investment Advisors's IGV Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026: 29,969 shares worth $2.4M. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in IGV as recently as Q3 2025.

Capstone Investment Advisors first reported a position in IGV in Q3 2025 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Capstone Investment Advisors held 29,969 shares of iShares Expanded Tech-Software Sector ETF worth $2.4M as of Q1 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Capstone Investment Advisors position in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #595 holding.
  • Capstone Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.