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

Byrne 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 Q2	$17.2K	Hold	190	–	–	0.01%	383
2026 Q1	$15.2K	Hold	190	–	–	0.01%	373
2025 Q4	$20.1K	Hold	190	–	–	0.01%	350
2025 Q3	$21.9K	Hold	190	–	–	0.01%	330
2025 Q2	$20.8K	Hold	190	–	–	0.01%	328
2025 Q1	$16.9K	Hold	190	–	–	0.01%	359
2024 Q4	$19K	Hold	190	–	–	0.01%	303
2024 Q3	$17K	Hold	190	–	–	0.01%	325
2024 Q2	$16.4K	Hold	190	–	–	0.01%	310
2024 Q1	$16.2K	Buy	+190	New	+$16K	0.01%	320
2023 Q4	–	Hold	0	–	–	–	313
2023 Q3	–	Sell	-190	Closed	-$13.3K	–	321
2023 Q2	$13K	Hold	190	–	–	0.01%	377
2023 Q1	$12K	Buy	+190	New	+$10.7K	0.01%	368

Other funds holding IGV

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return