Calamos Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Calamos 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	$843K	Hold	9,300	–	–	0.03%	243
2026 Q1	$744K	Hold	9,300	–	–	0.03%	244
2025 Q4	$983K	Hold	9,300	–	–	0.03%	197
2025 Q3	$1.07M	Hold	9,300	–	–	0.04%	177
2025 Q2	$1.02M	Hold	9,300	–	–	0.04%	166
2025 Q1	$828K	Buy	9,300 +2,500	+37%	+$247K	0.04%	168
2024 Q4	$681K	Hold	6,800	–	–	0.03%	186
2024 Q3	$608K	Hold	6,800	–	–	0.03%	202
2024 Q2	$591K	Hold	6,800	–	–	0.03%	189
2024 Q1	$580K	Hold	6,800	–	–	0.03%	193
2023 Q4	$552K	Hold	6,800	–	–	0.03%	186
2023 Q3	$464K	Hold	6,800	–	–	0.04%	208
2023 Q2	$470K	Hold	6,800	–	–	0.03%	206
2023 Q1	$414K	Hold	6,800	–	–	0.03%	221
2022 Q4	$348K	Hold	6,800	–	–	0.03%	239
2022 Q3	$340K	Hold	6,800	–	–	0.03%	238
2022 Q2	$367K	Hold	6,800	–	–	0.03%	233
2022 Q1	$469K	Sell	6,800 -500	-7%	-$34.3K	0.04%	227
2021 Q4	$581K	Hold	7,300	–	–	0.04%	218
2021 Q3	$583K	Hold	7,300	–	–	0.05%	207
2021 Q2	$569K	Hold	7,300	–	–	0.04%	215
2021 Q1	$499K	Hold	7,300	–	–	0.04%	224
2020 Q4	$517K	Hold	7,300	–	–	0.05%	204
2020 Q3	$454K	Sell	7,300 -65	-0.9%	-$3.9K	0.05%	197
2020 Q2	$419K	Hold	7,365	–	–	0.05%	196
2020 Q1	$310K	Buy	+7,365	New	+$348K	0.05%	200

Other funds holding IGV

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Calamos Wealth Management's IGV Position: Q2 2026 in Review

Calamos Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 9,300 shares worth $843K. The position accounts for 0.03% of the portfolio, ranked #243.

Calamos Wealth Management first reported a position in IGV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.07M in Q3 2025. 525 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Calamos Wealth Management held 9,300 shares of iShares Expanded Tech-Software Sector ETF worth $843K as of Q2 2026.
Calamos Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #243 holding.
Calamos Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 26 quarters since.
Calamos Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.07M in Q3 2025.
525 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.