Truvestments Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Truvestments Capital’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
2025 Q2	–	Sell	-23	Closed	-$2.05K	–	1036
2025 Q1	$2.05K	Hold	23	–	–	﹤0.01%	858
2024 Q4	$2.3K	Buy	+23	New	+$2.28K	﹤0.01%	822
2021 Q3	–	Sell	-115	Closed	-$9K	–	633
2021 Q2	$9K	Hold	115	–	–	﹤0.01%	397
2021 Q1	$8K	Hold	115	–	–	﹤0.01%	465
2020 Q4	$8K	Buy	+115	New	+$7.62K	0.01%	453
2018 Q3	$76K	Buy	+1,860	New	+$72.8K	0.04%	304

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truvestments Capital's IGV Position: Q2 2025 in Review

Truvestments Capital sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 23 shares — an estimated $2.05K sold.

Truvestments Capital first reported a position in IGV in Q3 2018 and held it in 6 quarters. The position peaked at $76K in Q3 2018. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Truvestments Capital reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
Truvestments Capital sold 23 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $2.05K.
Truvestments Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and held it in 6 quarters.
Truvestments Capital's iShares Expanded Tech-Software Sector ETF position peaked at $76K in Q3 2018.
685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.