Comprehensive Financial Planning’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Comprehensive Financial Planning’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	$110K	Sell	1,216 -187	-13%	-$16.6K	0.06%	139
2026 Q1	$112K	Sell	1,403 -472	-25%	-$41.8K	0.08%	118
2025 Q4	$198K	Hold	1,875	–	–	0.13%	102
2025 Q3	$216K	Hold	1,875	–	–	0.15%	96
2025 Q2	$205K	Buy	1,875 +50	+3%	+$4.95K	0.16%	96
2025 Q1	$162K	Hold	1,825	–	–	0.16%	87
2024 Q4	$183K	Buy	+1,825	New	+$181K	0.15%	91

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Comprehensive Financial Planning's IGV Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 13% in Q2 2026, selling an estimated $16.6K and leaving 1,216 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #139.

Comprehensive Financial Planning first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $216K in Q3 2025. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Comprehensive Financial Planning held 1,216 shares of iShares Expanded Tech-Software Sector ETF worth $110K as of Q2 2026.
Comprehensive Financial Planning sold 187 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $16.6K.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Comprehensive Financial Planning's portfolio in Q2 2026, its #139 holding.
Comprehensive Financial Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Expanded Tech-Software Sector ETF position peaked at $216K in Q3 2025.
880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.