Wealthcare Advisory Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealthcare Advisory Partners’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	$2.66M	Buy	29,375 +1,200	+4%	+$107K	0.05%	297
2026 Q1	$2.26M	Buy	28,175 +1	+0%	+$89	0.04%	346
2025 Q4	$2.98M	Buy	28,174 +25	+0.1%	+$2.75K	0.06%	272
2025 Q3	$3.24M	Sell	28,149 -1,279	-4%	-$142K	0.07%	240
2025 Q2	$3.22M	Buy	29,428 +823	+3%	+$81.4K	0.07%	226
2025 Q1	$2.55M	Sell	28,605 -1,720	-6%	-$170K	0.07%	241
2024 Q4	$3.04M	Buy	30,325 +2,055	+7%	+$204K	0.08%	200
2024 Q3	$2.53M	Sell	28,270 -3,968	-12%	-$340K	0.07%	230
2024 Q2	$2.8M	Buy	32,238 +3,218	+11%	+$264K	0.09%	191
2024 Q1	$2.47M	Hold	29,020	–	–	0.08%	205
2023 Q4	$2.35M	Sell	29,020 -690	-2%	-$51.1K	0.09%	173
2023 Q3	$2.03M	Hold	29,710	–	–	0.09%	172
2023 Q2	$2.06M	Sell	29,710 -375	-1%	-$23.5K	0.09%	173
2023 Q1	$1.83M	Buy	30,085 +380	+1%	+$21.3K	0.08%	191
2022 Q4	$1.52M	Sell	29,705 -590	-2%	-$30.6K	0.07%	208
2022 Q3	$1.52M	Buy	30,295 +890	+3%	+$50.6K	0.09%	172
2022 Q2	$1.59M	Sell	29,405 -1,985	-6%	-$117K	0.1%	142
2022 Q1	$2.17M	Buy	31,390 +1,235	+4%	+$84.8K	0.13%	94
2021 Q4	$2.4M	Sell	30,155 -115	-0.4%	-$9.6K	0.14%	91
2021 Q3	$2.42M	Buy	30,270 +365	+1%	+$29.8K	0.16%	89
2021 Q2	$2.33M	Buy	29,905 +725	+2%	+$52.6K	0.16%	93
2021 Q1	$1.99M	Buy	29,180 +325	+1%	+$23K	0.14%	90
2020 Q4	$2.04M	Buy	28,855 +70	+0.2%	+$4.64K	0.18%	75
2020 Q3	$1.79M	Buy	28,785 +1,775	+7%	+$107K	0.2%	70
2020 Q2	$1.54M	Buy	27,010 +4,325	+19%	+$217K	0.19%	70
2020 Q1	$954K	Buy	22,685 +10,710	+89%	+$506K	0.14%	93
2019 Q4	$558K	Hold	11,975	–	–	0.07%	165
2019 Q3	$507K	Hold	11,975	–	–	0.07%	152
2019 Q2	$523K	Buy	11,975 +3,375	+39%	+$145K	0.08%	138
2019 Q1	$363K	Hold	8,600	–	–	0.06%	163
2018 Q4	$298K	Sell	8,600 -1,000	-10%	-$36.3K	0.06%	161
2018 Q3	$394K	Buy	9,600 +940	+11%	+$36.8K	0.07%	147
2018 Q2	$316K	Buy	+8,660	New	+$312K	0.06%	167

Other funds holding IGV

AIC

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

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

AIM

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

SSWM

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return