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Cornerstone Planning Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cornerstone Planning Group’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.1K Sell
403
-15
-4% -$2.25K 0.01% 345
2026
Q1 		$61.5K Buy
418
+207
+98% +$26K 0.01% 353
2025
Q4 		$28.1K Sell
211
-296
-58% -$38.3K ﹤0.01% 498
2025
Q3 		$67.8K Buy
+507
New +$59.8K 0.01% 267
2024
Q4 		– Sell
-54
Closed -$5.38K – 1451
2024
Q3 		$5.38K Sell
54
-37
-41% -$3.42K ﹤0.01% 553
2024
Q2 		$7.57K Hold
91
– – ﹤0.01% 496
2024
Q1 		$7.57K Buy
91
+1
+1% +$81 ﹤0.01% 453
2023
Q4 		$6.72K Hold
90
– – ﹤0.01% 492
2023
Q3 		$5.73K Hold
90
– – ﹤0.01% 509
2023
Q2 		$5.89K Buy
+90
New +$5.35K ﹤0.01% 831
2022
Q4 		$8.5K Buy
+174
New +$8.34K ﹤0.01% 697

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Cornerstone Planning Group's IGM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3.6% in Q2 2026, selling an estimated $2.25K and leaving 403 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #345.

Cornerstone Planning Group first reported a position in IGM in Q4 2022 and has held it in 11 quarters since. The position peaked at $67.8K in Q3 2025. 376 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Cornerstone Planning Group held 403 shares of iShares Expanded Tech Sector ETF worth $63.1K as of Q2 2026.
  • Cornerstone Planning Group sold 15 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $2.25K.
  • iShares Expanded Tech Sector ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #345 holding.
  • Cornerstone Planning Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 11 quarters since.
  • Cornerstone Planning Group's iShares Expanded Tech Sector ETF position peaked at $67.8K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.