Mullaney, Keating & Wright’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Mullaney, Keating & Wright’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	$275K	Buy	+1,680	New	+$149K	0.13%	63
2026 Q1	–	Sell	-1,680	Closed	-$217K	–	71
2025 Q4	$217K	Hold	1,680	–	–	0.11%	70
2025 Q3	$212K	Buy	+1,680	New	+$186K	0.12%	67
2025 Q2	–	Sell	-2,878	Closed	-$261K	–	60
2025 Q1	$261K	Hold	2,878	–	–	0.18%	51
2024 Q4	$294K	Buy	2,878 +1	+0%	+$99	0.2%	49
2024 Q3	$276K	Buy	2,877 +1	+0%	+$86	0.19%	48
2024 Q2	$271K	Buy	+2,876	New	+$236K	0.21%	45

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