Cavalier Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cavalier Investments’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	$1.82M	Buy	+20,085	New	+$1.79M	0.08%	55
2021 Q2	–	Sell	-71,075	Closed	-$4.85M	–	104
2021 Q1	$4.85M	Buy	71,075 +4,940	+7%	+$350K	2.11%	11
2020 Q4	$4.68M	Sell	66,135 -58,395	-47%	-$3.87M	2.14%	10
2020 Q3	$7.75M	Sell	124,530 -2,500	-2%	-$150K	5.27%	4
2020 Q2	$7.22M	Sell	127,030 -7,030	-5%	-$353K	4.17%	8
2020 Q1	$5.64M	Buy	134,060 +21,835	+19%	+$1.03M	3.33%	8
2019 Q4	$5.23M	Buy	+112,225	New	+$4.98M	2.27%	13

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

Cavalier Investments's IGV Position: Q2 2026 in Review

Cavalier Investments opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 20,085 shares worth $1.82M. The stake represents 0.08% of the portfolio and ranks #55 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in IGV as recently as Q1 2021.

Cavalier Investments first reported a position in IGV in Q4 2019 and has held it in 7 quarters since. The position peaked at $7.75M in Q3 2020. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Cavalier Investments held 20,085 shares of iShares Expanded Tech-Software Sector ETF worth $1.82M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Cavalier Investments position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.08% of Cavalier Investments's portfolio in Q2 2026, its #55 holding.
Cavalier Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 7 quarters since.
Cavalier Investments's iShares Expanded Tech-Software Sector ETF position peaked at $7.75M in Q3 2020.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.