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

Cadent Capital 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 		$8.72M Buy
81,907
+55,591
+211% +$5.57M 1.87% 16
2026
Q2 		$2.38M Buy
+26,316
New +$2.34M 0.49% 52
2026
Q1 		– Sell
-51,159
Closed -$5.41M – 197
2025
Q4 		$5.41M Buy
51,159
+1,316
+3% +$145K 1.39% 20
2025
Q3 		$5.73M Buy
49,843
+39
+0.1% +$4.32K 1.51% 14
2025
Q2 		$5.45M Buy
49,804
+280
+0.6% +$27.7K 1.75% 15
2025
Q1 		$4.41M Sell
49,524
-4,367
-8% -$431K 1.57% 17
2024
Q4 		$5.4M Buy
53,891
+254
+0.5% +$25.2K 1.87% 15
2024
Q3 		$4.79M Buy
53,637
+2,567
+5% +$220K 1.47% 19
2024
Q2 		$4.44M Buy
51,070
+52
+0.1% +$4.27K 1.77% 18
2024
Q1 		$4.35M Buy
51,018
+7,063
+16% +$596K 1.73% 19
2023
Q4 		$3.57M Sell
43,955
-135
-0.3% -$9.99K 1.76% 21
2023
Q3 		$3.01M Buy
44,090
+17,405
+65% +$1.22M 1.25% 30
2023
Q2 		$1.85M Buy
+26,685
New +$1.68M 1.1% 24
2022
Q1 		– Sell
-5,675
Closed -$451K – 139
2021
Q4 		$451K Hold
5,675
– – 0.2% 75
2021
Q3 		$453K Sell
5,675
-15
-0.3% -$1.22K 0.2% 72
2021
Q2 		$444K Sell
5,690
-3,315
-37% -$240K 0.18% 80
2021
Q1 		$615K Sell
9,005
-116,300
-93% -$8.24M 0.27% 55
2020
Q4 		$8.87M Buy
+125,305
New +$8.3M 4.37% 3

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cadent Capital Advisors's IGV Position: Q3 2026 in Review

Cadent Capital Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 211% in Q3 2026, buying an estimated $5.57M and bringing the position to 81,907 shares worth $8.72M. The position accounts for 1.87% of the portfolio, ranked #16.

Cadent Capital Advisors first reported a position in IGV in Q4 2020 and has held it in 18 quarters since. The position peaked at $8.87M in Q4 2020. 39 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Cadent Capital Advisors held 81,907 shares of iShares Expanded Tech-Software Sector ETF worth $8.72M as of Q3 2026.
  • Cadent Capital Advisors bought 55,591 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $5.57M.
  • iShares Expanded Tech-Software Sector ETF made up 1.87% of Cadent Capital Advisors's portfolio in Q3 2026, its #16 holding.
  • Cadent Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 18 quarters since.
  • Cadent Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $8.87M in Q4 2020.
  • 39 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.