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

Cascade Wealth 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 Q1	$1.26M	Buy	13,770 +2,825	+26%	+$250K	0.55%	30
2025 Q4	$1.06M	Hold	10,945	–	–	0.49%	30
2025 Q3	$1.22M	Sell	10,945 -800	-7%	-$88.6K	0.6%	26
2025 Q2	$1.29M	Sell	11,745 -3,230	-22%	-$319K	0.73%	24
2025 Q1	$1.33M	Sell	14,975 -2,350	-14%	-$232K	0.92%	22
2024 Q4	$1.73M	Sell	17,325 -200	-1%	-$19.8K	1.17%	22
2024 Q3	$1.57M	Sell	17,525 -1,750	-9%	-$150K	1.12%	24
2024 Q2	$1.61M	Sell	19,275 -1,700	-8%	-$140K	1.19%	24
2024 Q1	$1.74M	Buy	+20,975	New	+$1.77M	1.47%	21

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Cascade Wealth Advisors's IGV Position: Q1 2026 in Review

Cascade Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 26% in Q1 2026, buying an estimated $250K and bringing the position to 13,770 shares worth $1.26M. The position accounts for 0.55% of the portfolio, ranked #30.

Cascade Wealth Advisors first reported a position in IGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q1 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Cascade Wealth Advisors held 13,770 shares of iShares Expanded Tech-Software Sector ETF worth $1.26M as of Q1 2026.
Cascade Wealth Advisors bought 2,825 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $250K.
iShares Expanded Tech-Software Sector ETF made up 0.55% of Cascade Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Cascade Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.74M in Q1 2024.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.