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Cassaday & Co Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cassaday & Co Wealth 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
Q2 		$1.07M Buy
11,865
+6,500
+121% +$578K 0.02% 146
2026
Q1 		$429K Buy
+5,365
New +$475K 0.01% 237

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cassaday & Co Wealth Management's IGV Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 121% in Q2 2026, buying an estimated $578K and bringing the position to 11,865 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #146.

Cassaday & Co Wealth Management first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Cassaday & Co Wealth Management held 11,865 shares of iShares Expanded Tech-Software Sector ETF worth $1.07M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 6,500 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $578K.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.