CVFG LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

CVFG LLC’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	$242K	Buy	+2,268	New	+$227K	0.03%	226

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

CVFG LLC's IGV Position: Q3 2026 in Review

CVFG LLC opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 2,268 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings.

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

CVFG LLC held 2,268 shares of iShares Expanded Tech-Software Sector ETF worth $242K as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new CVFG LLC position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.03% of CVFG LLC's portfolio in Q3 2026, its #226 holding.
804 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on CVFG LLC's 13F filing for Q3 2026, filed 12 Nov 2026.