What iShares Tech-Software ETF (IGV) Sold: Palantir Leads on Oct. 29 GuruFocus News Mon, November 2, 2026 at 6:05 AM EST 3 min read IGV -3.41% PLTR -6.27% CRWD -4.10% PANW -3.86% MSFT -1.55% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
iShares Expanded Tech-Software Sector ETF (IGV) cut every one of its 106 positions on Thursday, with no buys and no additions. The fund's ETF activity totaled $286.1 million in sales, all of it net selling, against $13.46 billion in assets. Positions decreased numbered 106, while positions increased came to zero.
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Its largest sells by dollar value were PLTR ($26.6 million), PANW ($26.1 million) and MSFT ($24.8 million).
The largest sale was Palantir Technologies Class A, where 135,521 shares were trimmed for $26.6 million, leaving a 9.3% weight. Palo Alto Networks followed with 68,582 shares sold for $26.1 million at a 9.12% weight, then Microsoft with 46,746 shares for $24.8 million at 8.66%. CrowdStrike Holdings Class A saw 94,446 shares sold for $24.7 million at 8.62%, and Oracle 142,146 shares for $19.8 million at 6.93%. None of the sales were new positions or full exits.
The fund is an equity sector information tech fund holding 106 stocks, with 60.0% of assets in its 10 largest holdings. Technology accounts for 94.1% of the stocks that could be classified, communication services 3.7% and financial services 1.8%. Large caps make up 91.0% of the mix, mid caps 8.4% and small caps 0.6%. It has an expense ratio of 0.38% and top holdings including Palantir Technologies Class A at 9.3%, Palo Alto Networks at 9.12%, Microsoft at 8.66%, CrowdStrike Holdings Class A at 8.62% and Oracle at 6.93%. Its GF Score is 84, P/E 34.32, P/B 6.06, dividend yield 0.03% and year-to-date return -1.31%.
Technology 94.1%, Communication Services 3.7%, Financial Services 1.8%
PLTR (9.30%), PANW (9.12%), MSFT (8.66%), CRWD (8.62%), ORCL (6.93%)
See the full iShares Expanded Tech-Software Sector ETF profile, or compare it with similar funds in the ETF Screener. For the stock behind its biggest sell, see PLTR's GF Value page and guru trades.
See which funds are buying and selling on GuruFocus ETF Trends, or find and compare funds with the ETF Screener.
Watch whether the next holdings update shows continued broad trimming across all 106 positions or a return to buying in the top-weighted names such as Palantir and Palo Alto Networks.
Based on holdings changes reported by iShares Expanded Tech-Software Sector ETF (IGV) for Oct. 29, 2026, US-listed stocks only.
Sector Trends: Energy Leads, Technology Sold Most on Oct. 29
ETFs Are Net Sellers of Microsoft (NASDAQ:MSFT) on Thursday
ETFs Are Net Sellers of Palantir (NASDAQ:PLTR) on Thursday
ETFs Are Net Sellers of Palo Alto Networks (NASDAQ:PANW) on Oct. 29
ETFs Are Net Sellers of CrowdStrike (NASDAQ:CRWD) on Oct. 29
