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CX Institutional’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

CX Institutional’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 		$45K Buy
425
+75
+21% +$7.52K ﹤0.01% 1032
2026
Q2 		$32K Hold
350
– – ﹤0.01% 1056
2026
Q1 		$28K Sell
350
-14
-4% -$1.24K ﹤0.01% 1070
2025
Q4 		$38K Sell
364
-63
-15% -$6.92K ﹤0.01% 1014
2025
Q3 		$49K Buy
+427
New +$47.3K ﹤0.01% 937
2025
Q2 		– Sell
-35
Closed -$3K – 1228
2025
Q1 		$3K Buy
+35
New +$3.46K ﹤0.01% 1108
2024
Q3 		– Sell
-5,282
Closed -$459K – 574
2024
Q2 		$459K Sell
5,282
-33
-0.6% -$2.71K 0.02% 379
2024
Q1 		$453K Sell
5,315
-105
-2% -$8.86K 0.02% 375
2023
Q4 		$440K Buy
+5,420
New +$401K 0.02% 342
2022
Q4 		– Sell
-58,405
Closed -$2.92M – 526
2022
Q3 		$2.92M Buy
58,405
+25,245
+76% +$1.43M 0.2% 124
2022
Q2 		$1.79M Buy
33,160
+2,105
+7% +$124K 0.13% 184
2022
Q1 		$2.14M Buy
+31,055
New +$2.13M 0.17% 146
2021
Q4 		– Sell
-29,090
Closed -$2.32M – 611
2021
Q3 		$2.32M Sell
29,090
-1,440
-5% -$118K 0.19% 127
2021
Q2 		$2.38M Buy
30,530
+2,435
+9% +$177K 0.2% 127
2021
Q1 		$1.92M Buy
+28,095
New +$1.99M 0.17% 158
2019
Q4 		– Sell
-530
Closed -$22K – 753
2019
Q3 		$22K Sell
530
-34,280
-98% -$1.5M ﹤0.01% 360
2019
Q2 		$1.52M Buy
+34,810
New +$1.49M 0.24% 96

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return

CX Institutional's IGV Position: Q3 2026 in Review

CX Institutional increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 21% in Q3 2026, buying an estimated $7.52K and bringing the position to 425 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

CX Institutional first reported a position in IGV in Q2 2019 and has held it in 17 quarters since. The position peaked at $2.92M in Q3 2022. 42 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • CX Institutional held 425 shares of iShares Expanded Tech-Software Sector ETF worth $45K as of Q3 2026.
  • CX Institutional bought 75 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $7.52K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1032 holding.
  • CX Institutional first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 17 quarters since.
  • CX Institutional's iShares Expanded Tech-Software Sector ETF position peaked at $2.92M in Q3 2022.
  • 42 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.