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

Cahill Financial 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 		$717K Sell
7,911
-666
-8% -$59.2K 0.07% 154
2026
Q1 		$687K Sell
8,577
-406
-5% -$35.9K 0.07% 151
2025
Q4 		$949K Sell
8,983
-15
-0.2% -$1.65K 0.1% 130
2025
Q3 		$1.03M Sell
8,998
-15
-0.2% -$1.66K 0.12% 123
2025
Q2 		$987K Sell
9,013
-14
-0.2% -$1.39K 0.12% 121
2025
Q1 		$803K Sell
9,027
-11
-0.1% -$1.09K 0.11% 133
2024
Q4 		$905K Hold
9,038
– – 0.12% 124
2024
Q3 		$808K Sell
9,038
-315
-3% -$27K 0.11% 127
2024
Q2 		$813K Hold
9,353
– – 0.11% 136
2024
Q1 		$798K Sell
9,353
-4,282
-31% -$361K 0.11% 142
2023
Q4 		$1.11M Hold
13,635
– – 0.16% 112
2023
Q3 		$931K Sell
13,635
-465
-3% -$32.6K 0.15% 124
2023
Q2 		$975K Sell
14,100
-385
-3% -$24.2K 0.16% 118
2023
Q1 		$883K Hold
14,485
– – 0.16% 123
2022
Q4 		$741K Sell
14,485
-11,620
-45% -$602K 0.14% 132
2022
Q3 		$1.31M Sell
26,105
-310
-1% -$17.6K 0.28% 85
2022
Q2 		$1.42M Sell
26,415
-14,215
-35% -$835K 0.3% 78
2022
Q1 		$2.8M Sell
40,630
-5,675
-12% -$390K 0.53% 49
2021
Q4 		$3.68M Buy
46,305
+620
+1% +$51.8K 0.71% 38
2021
Q3 		$3.65M Buy
45,685
+125
+0.3% +$10.2K 0.75% 30
2021
Q2 		$3.55M Sell
45,560
-7,895
-15% -$572K 0.8% 29
2021
Q1 		$3.65M Buy
53,455
+265
+0.5% +$18.8K 0.89% 26
2020
Q4 		$3.77M Buy
53,190
+1,910
+4% +$127K 0.95% 21
2020
Q3 		$3.19M Hold
51,280
– – 1.15% 19
2020
Q2 		$2.92M Buy
+51,280
New +$2.57M 1.13% 21

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cahill Financial Advisors's IGV Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 7.8% in Q2 2026, selling an estimated $59.2K and leaving 7,911 shares worth $717K. The position accounts for 0.07% of the portfolio, ranked #154.

Cahill Financial Advisors first reported a position in IGV in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.77M in Q4 2020. 645 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Cahill Financial Advisors held 7,911 shares of iShares Expanded Tech-Software Sector ETF worth $717K as of Q2 2026.
  • Cahill Financial Advisors sold 666 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $59.2K.
  • iShares Expanded Tech-Software Sector ETF made up 0.07% of Cahill Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • Cahill Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 25 quarters since.
  • Cahill Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.77M in Q4 2020.
  • 645 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.