Strategic Investment Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Strategic Investment Solutions’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	$3.62K	Hold	40	–	–	﹤0.01%	538
2026 Q1	$3.2K	Hold	40	–	–	﹤0.01%	532
2025 Q4	$4.23K	Hold	40	–	–	﹤0.01%	491
2025 Q3	$4.6K	Hold	40	–	–	﹤0.01%	453
2025 Q2	$4.38K	Hold	40	–	–	﹤0.01%	443
2025 Q1	$3.56K	Hold	40	–	–	﹤0.01%	478
2024 Q4	$4K	Buy	+40	New	+$3.96K	﹤0.01%	483

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