Gruss & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Gruss & Co’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 Q1	–	Sell	-3,000	Closed	-$317K	–	38
2025 Q4	$317K	Hold	3,000	–	–	0.7%	26
2025 Q3	$345K	Hold	3,000	–	–	0.9%	17
2025 Q2	$329K	Hold	3,000	–	–	1.54%	13
2025 Q1	$267K	Hold	3,000	–	–	1.16%	18
2024 Q4	$300K	Hold	3,000	–	–	1.28%	18
2024 Q3	$268K	Sell	3,000 -2,500	-45%	-$214K	2.12%	14
2024 Q2	$478K	Buy	5,500 +500	+10%	+$41.1K	2.59%	14
2024 Q1	$426K	Hold	5,000	–	–	2.35%	15
2023 Q4	$406K	Hold	5,000	–	–	3.14%	14
2023 Q3	$341K	Hold	5,000	–	–	2.89%	12
2023 Q2	$346K	Buy	+5,000	New	+$314K	2.1%	15

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Gruss & Co's IGV Position: Q1 2026 in Review

Gruss & Co sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 3,000 shares — an estimated $317K sold.

Gruss & Co first reported a position in IGV in Q2 2023 and held it in 11 quarters. The position peaked at $478K in Q2 2024. 763 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Gruss & Co reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Gruss & Co sold 3,000 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $317K.
Gruss & Co first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and held it in 11 quarters.
Gruss & Co's iShares Expanded Tech-Software Sector ETF position peaked at $478K in Q2 2024.
763 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Gruss & Co's 13F filing for Q1 2026, filed 5 May 2026.