Thurston Springer Miller Herd & Titak’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Thurston Springer Miller Herd & Titak’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	$20.4K	Hold	225	–	–	0.01%	675
2026 Q1	$18K	Buy	225 +31	+16%	+$2.74K	0.01%	788
2025 Q4	$20.5K	Buy	+194	New	+$21.3K	0.01%	750
2025 Q3	–	Sell	-349	Closed	-$38.2K	–	940
2025 Q2	$38.2K	Buy	349 +30	+9%	+$2.97K	﹤0.01%	761
2025 Q1	$28.4K	Buy	319 +194	+155%	+$19.2K	﹤0.01%	773
2024 Q4	$12.5K	Hold	125	–	–	﹤0.01%	836
2024 Q3	$11.2K	Hold	125	–	–	﹤0.01%	988
2024 Q2	$10.9K	Buy	+125	New	+$10.3K	﹤0.01%	966

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