Cascades Capital Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cascades Capital Asset Management’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	–	Sell	-7,315	Closed	-$773K	–	170
2025 Q4	$773K	Sell	7,315 -770	-10%	-$84.6K	0.32%	58
2025 Q3	$930K	Sell	8,085 -1,500	-16%	-$166K	0.41%	47
2025 Q2	$1.05M	Buy	9,585 +1,286	+15%	+$127K	0.54%	38
2025 Q1	$739K	Sell	8,299 -663	-7%	-$65.5K	0.4%	43
2024 Q4	$897K	Buy	8,962 +1,494	+20%	+$148K	0.48%	37
2024 Q3	$667K	Buy	+7,468	New	+$640K	0.37%	49

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

Cascades Capital Asset Management's IGV Position: Q1 2026 in Review

Cascades Capital Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 7,315 shares — an estimated $773K sold.

Cascades Capital Asset Management first reported a position in IGV in Q3 2024 and held it in 6 quarters. The position peaked at $1.05M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Cascades Capital Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Cascades Capital Asset Management sold 7,315 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $773K.
Cascades Capital Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and held it in 6 quarters.
Cascades Capital Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.05M in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.