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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Planning Group's IGV Position: Q3 2025 in Review

Cornerstone Planning Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 309 shares — an estimated $34.2K sold.

Cornerstone Planning Group first reported a position in IGV in Q4 2024 and held it in 3 quarters. The position peaked at $50K in Q1 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • Cornerstone Planning Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 309 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $34.2K.
  • Cornerstone Planning Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's iShares Expanded Tech-Software Sector ETF position peaked at $50K in Q1 2025.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.