Godsey & Gibb Inc’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Godsey & Gibb Inc’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	$23.6K	Hold	260	–	–	﹤0.01%	227
2026 Q1	$20.8K	Hold	260	–	–	﹤0.01%	232
2025 Q4	$27.5K	Hold	260	–	–	﹤0.01%	213
2025 Q3	$29.9K	Hold	260	–	–	﹤0.01%	199
2025 Q2	$28.5K	Hold	260	–	–	﹤0.01%	189
2025 Q1	$23.1K	Hold	260	–	–	﹤0.01%	224
2024 Q4	$26K	Hold	260	–	–	﹤0.01%	206
2024 Q3	$23.2K	Hold	260	–	–	﹤0.01%	245
2024 Q2	$22.6K	Buy	+260	New	+$21.4K	﹤0.01%	242

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