Cadia Private Client’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cadia Private Client’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	$272K	Buy	3,002 +1	+0%	+$89	0.2%	67
2026 Q1	$240K	Hold	3,001	–	–	0.19%	68
2025 Q4	$317K	Buy	+3,001	New	+$330K	0.25%	50

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

Cadia Private Client's IGV Position: Q2 2026 in Review

Cadia Private Client increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.03% in Q2 2026, buying an estimated $89 and bringing the position to 3,002 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #67.

Cadia Private Client first reported a position in IGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q4 2025. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Cadia Private Client held 3,002 shares of iShares Expanded Tech-Software Sector ETF worth $272K as of Q2 2026.
Cadia Private Client bought 1 iShares Expanded Tech-Software Sector ETF share in Q2 2026, an estimated $89.
iShares Expanded Tech-Software Sector ETF made up 0.2% of Cadia Private Client's portfolio in Q2 2026, its #67 holding.
Cadia Private Client first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 3 quarters since.
Cadia Private Client's iShares Expanded Tech-Software Sector ETF position peaked at $317K in Q4 2025.
880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.