Compass Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Compass Capital Management’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 Q3	$1.58M	Buy	+14,875	New	+$1.49M	0.09%	56

Other funds holding IGV

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Compass Capital Management's IGV Position: Q3 2026 in Review

Compass Capital Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 14,875 shares worth $1.58M. The stake represents 0.09% of the portfolio and ranks #56 among its holdings.

804 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Compass Capital Management held 14,875 shares of iShares Expanded Tech-Software Sector ETF worth $1.58M as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Compass Capital Management position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.09% of Compass Capital Management's portfolio in Q3 2026, its #56 holding.
804 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Compass Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.