GAMMA Investing’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

GAMMA Investing’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	$17.7K	Hold	195	–	–	﹤0.01%	2901
2026 Q1	$15.6K	Hold	195	–	–	﹤0.01%	2852
2025 Q4	$20.6K	Buy	195 +80	+70%	+$8.79K	﹤0.01%	2599
2025 Q3	$13.2K	Hold	115	–	–	﹤0.01%	2729
2025 Q2	$12.6K	Hold	115	–	–	﹤0.01%	2692
2025 Q1	$10.2K	Hold	115	–	–	﹤0.01%	2733
2024 Q4	$11.5K	Hold	115	–	–	﹤0.01%	2537
2024 Q3	$10.3K	Hold	115	–	–	﹤0.01%	2445
2024 Q2	$9.99K	Hold	115	–	–	﹤0.01%	2252
2024 Q1	$9.81K	Hold	115	–	–	﹤0.01%	2078
2023 Q4	$9.67K	Buy	+115	New	+$8.51K	﹤0.01%	1922

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