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 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CX Institutional's IGV Position: Q2 2026 in Review

CX Institutional held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 350 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

CX Institutional first reported a position in IGV in Q2 2019 and has held it in 16 quarters since. The position peaked at $2.92M in Q3 2022. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

CX Institutional held 350 shares of iShares Expanded Tech-Software Sector ETF worth $32K as of Q2 2026.
CX Institutional left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1056 holding.
CX Institutional first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 16 quarters since.
CX Institutional's iShares Expanded Tech-Software Sector ETF position peaked at $2.92M in Q3 2022.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.