TruWealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

TruWealth Advisors’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 Q1	–	Sell	-9,223	Closed	-$975K	–	188
2025 Q4	$975K	Buy	9,223 +629	+7%	+$69.1K	0.05%	96
2025 Q3	$988K	Buy	8,594 +243	+3%	+$26.9K	0.05%	95
2025 Q2	$914K	Buy	8,351 +481	+6%	+$47.6K	0.05%	93
2025 Q1	$700K	Buy	7,870 +414	+6%	+$40.9K	0.04%	96
2024 Q4	$746K	Buy	7,456 +419	+6%	+$41.5K	0.05%	92
2024 Q3	$629K	Buy	7,037 +479	+7%	+$41.1K	0.04%	97
2024 Q2	$570K	Buy	6,558 +545	+9%	+$44.8K	0.04%	97
2024 Q1	$513K	Buy	6,013 +33	+0.6%	+$2.79K	0.04%	101
2023 Q4	$485K	Buy	5,980 +395	+7%	+$29.2K	0.04%	93
2023 Q3	$381K	Buy	+5,585	New	+$392K	0.03%	95

Other funds holding IGV

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return