Wolff Wiese Magana’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wolff Wiese Magana’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	$1.81K	Buy	+20	New	+$1.78K	﹤0.01%	837
2025 Q4	–	Sell	-137	Closed	-$15.8K	–	975
2025 Q3	$15.8K	Hold	137	–	–	0.01%	363
2025 Q2	$15K	Hold	137	–	–	0.01%	336
2025 Q1	$12.2K	Buy	+137	New	+$13.5K	0.01%	373
2024 Q1	–	Sell	-110	Closed	-$8.93K	–	728
2023 Q4	$8.93K	Hold	110	–	–	0.01%	301
2023 Q3	$7.51K	Hold	110	–	–	0.01%	380
2023 Q2	$7.61K	Hold	110	–	–	0.01%	384
2023 Q1	$6.7K	Hold	110	–	–	0.01%	397
2022 Q4	$5.63K	Hold	110	–	–	﹤0.01%	398
2022 Q3	$6K	Hold	110	–	–	﹤0.01%	574
2022 Q2	$6K	Hold	110	–	–	﹤0.01%	610
2022 Q1	$8K	Buy	+110	New	+$7.55K	0.01%	571

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ebert Capital Management Eureka, California $107M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return