Moisand Fitzgerald Tamayo’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Moisand Fitzgerald Tamayo’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	$908	Hold	10	–	–	﹤0.01%	512
2026 Q1	$802	Hold	10	–	–	﹤0.01%	493
2025 Q4	$1.06K	Hold	10	–	–	﹤0.01%	486
2025 Q3	$1.15K	Hold	10	–	–	﹤0.01%	533
2025 Q2	$1.1K	Hold	10	–	–	﹤0.01%	535
2025 Q1	$891	Hold	10	–	–	﹤0.01%	545
2024 Q4	$1K	Hold	10	–	–	﹤0.01%	557
2024 Q3	$895	Hold	10	–	–	﹤0.01%	573
2024 Q2	$871	Hold	10	–	–	﹤0.01%	545
2024 Q1	$854	Hold	10	–	–	﹤0.01%	527
2023 Q4	$817	Hold	10	–	–	﹤0.01%	594
2023 Q3	$687	Buy	+10	New	+$701	﹤0.01%	704

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