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

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return