KPF
IGV icon

K2 Principal Fund’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

K2 Principal Fund’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 0.2% 142
2021
Q2 		– Sell
-300,000
Closed -$20.5M – 396
2021
Q1 		$20.5M Buy
+300,000
New +$21.3M 1.62% 8
2020
Q4 		– Sell
-260,000
Closed -$16.2M – 342
2020
Q3 		$16.2M Buy
260,000
+235,000
+940% +$14.1M 2.42% 2
2020
Q2 		$1.42M Sell
25,000
-25,000
-50% -$1.25M 0.23% 112
2020
Q1 		$2.1M Sell
50,000
-855,000
-94% -$40.4M 0.4% 75
2019
Q4 		$42.2M Buy
905,000
+732,500
+425% +$32.5M 3.65% 2
2019
Q3 		$7.31M Buy
+172,500
New +$7.55M 0.79% 29

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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 $235B AUM 32.99% 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 $377B AUM 19.32% 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