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

Creative Planning’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
Q1 		$4.75M Buy
40,086
+1,906
+5% +$240K ﹤0.01% 1241
2025
Q4 		$4.93M Sell
38,180
-568
-1% -$73.6K ﹤0.01% 1016
2025
Q3 		$4.88M Buy
38,748
+3,781
+11% +$446K ﹤0.01% 901
2025
Q2 		$3.93M Sell
34,967
-4,437
-11% -$436K ﹤0.01% 879
2025
Q1 		$3.57M Buy
39,404
+17,362
+79% +$1.75M ﹤0.01% 845
2024
Q4 		$2.25M Sell
22,042
-1,905
-8% -$191K ﹤0.01% 1058
2024
Q3 		$2.3M Buy
23,947
+3,362
+16% +$311K ﹤0.01% 990
2024
Q2 		$1.94M Sell
20,585
-831
-4% -$72.8K ﹤0.01% 1000
2024
Q1 		$1.85M Buy
21,416
+782
+4% +$63.7K ﹤0.01% 996
2023
Q4 		$1.54M Buy
20,634
+1,242
+6% +$84.9K ﹤0.01% 1026
2023
Q3 		$1.24M Buy
19,392
+1,578
+9% +$104K ﹤0.01% 1066
2023
Q2 		$1.17M Buy
17,814
+1,026
+6% +$61K ﹤0.01% 1061
2023
Q1 		$949K Buy
16,788
+1,014
+6% +$52.9K ﹤0.01% 1106
2022
Q4 		$736K Sell
15,774
-2,106
-12% -$101K ﹤0.01% 1195
2022
Q3 		$824K Buy
17,880
+3,192
+22% +$168K ﹤0.01% 1049
2022
Q2 		$721K Buy
14,688
+4,188
+40% +$230K ﹤0.01% 1120
2022
Q1 		$680K Buy
10,500
+1,338
+15% +$86.1K ﹤0.01% 1172
2021
Q4 		$670K Buy
9,162
+738
+9% +$53K ﹤0.01% 1143
2021
Q3 		$567K Sell
8,424
-2,370
-22% -$165K ﹤0.01% 1222
2021
Q2 		$727K Sell
10,794
-618
-5% -$39.4K ﹤0.01% 1077
2021
Q1 		$686K Buy
11,412
+246
+2% +$14.7K ﹤0.01% 1236
2020
Q4 		$651K Buy
11,166
+114
+1% +$6.24K ﹤0.01% 1164
2020
Q3 		$569K Buy
11,052
+6
+0.1% +$303 ﹤0.01% 1069
2020
Q2 		$514K Sell
11,046
-882
-7% -$37.1K ﹤0.01% 1015
2020
Q1 		$421K Sell
11,928
-222
-2% -$8.9K ﹤0.01% 1037
2019
Q4 		$490K Buy
12,150
+2,916
+32% +$111K ﹤0.01% 1120
2019
Q3 		$334K Buy
9,234
+12
+0.1% +$439 ﹤0.01% 1293
2019
Q2 		$332K Sell
9,222
-234
-2% -$8.27K ﹤0.01% 1308
2019
Q1 		$325K Buy
9,456
+30
+0.3% +$964 ﹤0.01% 1288
2018
Q4 		$270K Sell
9,426
-108
-1% -$3.34K ﹤0.01% 1297
2018
Q3 		$333K Sell
9,534
-11,988
-56% -$407K ﹤0.01% 1334
2018
Q2 		$692K Buy
21,522
+7,830
+57% +$247K ﹤0.01% 919
2018
Q1 		$409K Sell
13,692
-2,154
-14% -$65.4K ﹤0.01% 1183
2017
Q4 		$446K Buy
15,846
+5,262
+50% +$145K ﹤0.01% 1146
2017
Q3 		$274K Buy
10,584
+390
+4% +$9.85K ﹤0.01% 1381
2017
Q2 		$246K Buy
10,194
+1,848
+22% +$44.4K ﹤0.01% 1394
2017
Q1 		$193K Buy
8,346
+912
+12% +$20.3K ﹤0.01% 1514
2016
Q4 		$153K Hold
7,434
– – ﹤0.01% 1565
2016
Q3 		$153K Buy
7,434
+1,200
+19% +$23.8K ﹤0.01% 1569
2016
Q2 		$114K Hold
6,234
– – ﹤0.01% 1591
2016
Q1 		$115K Hold
6,234
– – ﹤0.01% 1544
2015
Q4 		$115K Sell
6,234
-1,098
-15% -$20.2K ﹤0.01% 1550
2015
Q3 		$123K Buy
+7,332
New +$127K ﹤0.01% 1475
2015
Q2 		– Sell
-6,030
Closed -$104K – 1983
2015
Q1 		$104K Hold
6,030
– – ﹤0.01% 1552
2014
Q4 		$102K Hold
6,030
– – ﹤0.01% 1543
2014
Q3 		$98K Sell
6,030
-12,372
-67% -$201K ﹤0.01% 1493
2014
Q2 		$292K Buy
18,402
+12,372
+205% +$188K ﹤0.01% 852
2014
Q1 		$91K Hold
6,030
– – ﹤0.01% 1461
2013
Q4 		$90K Hold
6,030
– – ﹤0.01% 1253
2013
Q3 		$80K Hold
6,030
– – ﹤0.01% 1252
2013
Q2 		$75K Buy
+6,030
New +$74.4K ﹤0.01% 1147

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Creative Planning's IGM Position: Q1 2026 in Review

Creative Planning increased its iShares Expanded Tech Sector ETF (IGM) stake by 5% in Q1 2026, buying an estimated $240K and bringing the position to 40,086 shares worth $4.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Creative Planning first reported a position in IGM in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.93M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

  • Creative Planning held 40,086 shares of iShares Expanded Tech Sector ETF worth $4.75M as of Q1 2026.
  • Creative Planning bought 1,906 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $240K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1241 holding.
  • Creative Planning first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's iShares Expanded Tech Sector ETF position peaked at $4.93M in Q4 2025.
  • 504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.