Sanders Morris Harris’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sanders Morris Harris’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	–	Sell	-67,233	Closed	-$1.04M	–	166
2026 Q1	$1.04M	Buy	+67,233	New	+$5.95M	0.17%	114
2025 Q4	–	Sell	-11,100	Closed	-$1.28M	–	154
2025 Q3	$1.28M	Buy	+11,100	New	+$1.23M	0.17%	84
2025 Q2	–	Sell	-11,150	Closed	-$1.01M	–	223
2025 Q1	$1.01M	Buy	11,150 +900	+9%	+$88.9K	0.16%	90
2024 Q4	$1.03M	Hold	10,250	–	–	0.15%	102
2024 Q3	$916K	Sell	10,250 -44,260	-81%	-$3.79M	0.15%	100
2024 Q2	$4.74M	Buy	+54,510	New	+$4.48M	0.78%	26
2024 Q1	–	Sell	-10,280	Closed	-$816K	–	278
2023 Q4	$816K	Buy	+10,280	New	+$761K	0.4%	62
2022 Q3	–	Sell	-193,215	Closed	-$10.6M	–	301
2022 Q2	$10.6M	Buy	+193,215	New	+$11.4M	2.32%	7

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