Cache Advisors
IGV icon

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

Cache 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
Q3 		$368K Hold
3,490
– – 0.02% 137
2026
Q2 		$316K Hold
3,490
– – 0.03% 125
2026
Q1 		$290K Buy
+3,490
New +$309K 0.03% 104

Other funds holding IGV

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM

Cache Advisors's IGV Position: Q3 2026 in Review

Cache Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 3,490 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #137.

Cache Advisors first reported a position in IGV in Q1 2026 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Cache Advisors held 3,490 shares of iShares Expanded Tech-Software Sector ETF worth $368K as of Q3 2026.
  • Cache Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Cache Advisors's portfolio in Q3 2026, its #137 holding.
  • Cache Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.