KCM Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

KCM Investment Advisors’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	$1.31M	Buy	14,485 +5,111	+55%	+$454K	0.04%	203
2026 Q1	$750K	Sell	9,374 -550	-6%	-$48.7K	0.02%	230
2025 Q4	$1.05M	Sell	9,924 -10	-0.1%	-$1.1K	0.03%	211
2025 Q3	$1.14M	Sell	9,934 -2,150	-18%	-$238K	0.04%	206
2025 Q2	$1.32M	Buy	12,084 +800	+7%	+$79.1K	0.04%	192
2025 Q1	$1M	Buy	11,284 +559	+5%	+$55.2K	0.04%	204
2024 Q4	$1.07M	Buy	10,725 +245	+2%	+$24.3K	0.04%	197
2024 Q3	$937K	Hold	10,480	–	–	0.03%	216
2024 Q2	$911K	Buy	10,480 +130	+1%	+$10.7K	0.03%	217
2024 Q1	$883K	Sell	10,350 -2,100	-17%	-$177K	0.03%	220
2023 Q4	$1.01M	Sell	12,450 -15	-0.1%	-$1.11K	0.04%	211
2023 Q3	$851K	Buy	12,465 +4,450	+56%	+$312K	0.04%	214
2023 Q2	$554K	Buy	8,015 +795	+11%	+$49.9K	0.02%	250
2023 Q1	$440K	Hold	7,220	–	–	0.02%	286
2022 Q4	$369K	Hold	7,220	–	–	0.02%	303
2022 Q3	$361K	Buy	7,220 +735	+11%	+$41.8K	0.02%	283
2022 Q2	$350K	Hold	6,485	–	–	0.02%	304
2022 Q1	$447K	Buy	6,485 +3,000	+86%	+$206K	0.02%	299
2021 Q4	$277K	Hold	3,485	–	–	0.01%	354
2021 Q3	$278K	Buy	3,485 +375	+12%	+$30.6K	0.01%	339
2021 Q2	$243K	Hold	3,110	–	–	0.01%	352
2021 Q1	$212K	Hold	3,110	–	–	0.01%	357
2020 Q4	$220K	Sell	3,110 -1,385	-31%	-$91.8K	0.01%	335
2020 Q3	$280K	Hold	4,495	–	–	0.02%	272
2020 Q2	$256K	Buy	+4,495	New	+$225K	0.01%	291
2020 Q1	–	Sell	-4,710	Closed	-$220K	–	320
2019 Q4	$220K	Buy	+4,710	New	+$209K	0.01%	323
2019 Q3	–	Sell	-4,710	Closed	-$206K	–	329
2019 Q2	$206K	Sell	4,710 -1,140	-19%	-$48.9K	0.01%	320
2019 Q1	$247K	Sell	5,850 -3,895	-40%	-$154K	0.02%	291
2018 Q4	$338K	Buy	9,745 +2,715	+39%	+$98.4K	0.02%	394
2018 Q3	$288K	Buy	+7,030	New	+$275K	0.02%	441

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

KCM Investment Advisors's IGV Position: Q2 2026 in Review

KCM Investment Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 55% in Q2 2026, buying an estimated $454K and bringing the position to 14,485 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #203.

KCM Investment Advisors first reported a position in IGV in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.32M in Q2 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

KCM Investment Advisors held 14,485 shares of iShares Expanded Tech-Software Sector ETF worth $1.31M as of Q2 2026.
KCM Investment Advisors bought 5,111 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $454K.
iShares Expanded Tech-Software Sector ETF made up 0.04% of KCM Investment Advisors's portfolio in Q2 2026, its #203 holding.
KCM Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 30 quarters since.
KCM Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.32M in Q2 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.