Cornerstone Planning Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-31	Closed	-$2.76K	–	893
2026 Q2	$2.76K	Buy	+31	New	+$2.76K	﹤0.01%	1235
2025 Q3	–	Sell	-309	Closed	-$34.2K	–	1729
2025 Q2	$34.2K	Sell	309 -254	-45%	-$25.1K	0.01%	305
2025 Q1	$50K	Buy	563 +515	+1,073%	+$50.9K	0.01%	242
2024 Q4	$4.9K	Buy	+48	New	+$4.76K	﹤0.01%	584

Other funds holding IGV

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

Cornerstone Planning Group's IGV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026, closing a stake of 31 shares — an estimated $2.76K sold.

Cornerstone Planning Group first reported a position in IGV in Q4 2024 and held it in 4 quarters. The position peaked at $50K in Q1 2025. 224 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 31 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $2.76K.
Cornerstone Planning Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 4 quarters.
Cornerstone Planning Group's iShares Expanded Tech-Software Sector ETF position peaked at $50K in Q1 2025.
224 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.