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 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

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

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

Cornerstone Planning Group opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 31 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in IGV as recently as Q2 2025.

Cornerstone Planning Group first reported a position in IGV in Q4 2024 and has held it in 4 quarters since. The position peaked at $50K in Q1 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Cornerstone Planning Group held 31 shares of iShares Expanded Tech-Software Sector ETF worth $2.76K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Cornerstone Planning Group position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1235 holding.
Cornerstone Planning Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 4 quarters since.
Cornerstone Planning Group's iShares Expanded Tech-Software Sector ETF position peaked at $50K in Q1 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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