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

Creative Planning’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	$3.91M	Sell	43,207 -4,942	-10%	-$439K	﹤0.01%	1587
2026 Q1	$3.85M	Buy	48,149 +8,531	+22%	+$755K	﹤0.01%	1391
2025 Q4	$4.19M	Sell	39,618 -794	-2%	-$87.3K	﹤0.01%	1138
2025 Q3	$4.65M	Buy	40,412 +2,724	+7%	+$302K	﹤0.01%	933
2025 Q2	$4.13M	Sell	37,688 -580	-2%	-$57.4K	﹤0.01%	854
2025 Q1	$3.41M	Buy	38,268 +1,894	+5%	+$187K	﹤0.01%	876
2024 Q4	$3.64M	Buy	36,374 +5,326	+17%	+$528K	﹤0.01%	806
2024 Q3	$2.77M	Sell	31,048 -830	-3%	-$71.2K	﹤0.01%	900
2024 Q2	$2.77M	Sell	31,878 -124	-0.4%	-$10.2K	﹤0.01%	852
2024 Q1	$2.73M	Buy	32,002 +2,317	+8%	+$196K	﹤0.01%	843
2023 Q4	$2.41M	Buy	29,685 +1,995	+7%	+$148K	﹤0.01%	841
2023 Q3	$1.89M	Buy	27,690 +1,175	+4%	+$82.4K	﹤0.01%	868
2023 Q2	$1.83M	Buy	26,515 +1,230	+5%	+$77.2K	﹤0.01%	860
2023 Q1	$1.54M	Sell	25,285 -400	-2%	-$22.4K	﹤0.01%	889
2022 Q4	$1.31M	Buy	25,685 +6,635	+35%	+$344K	﹤0.01%	908
2022 Q3	$953K	Sell	19,050 -4,650	-20%	-$264K	﹤0.01%	990
2022 Q2	$1.28M	Sell	23,700 -5,990	-20%	-$352K	﹤0.01%	872
2022 Q1	$2.05M	Buy	29,690 +785	+3%	+$53.9K	﹤0.01%	717
2021 Q4	$2.3M	Sell	28,905 -880	-3%	-$73.5K	﹤0.01%	647
2021 Q3	$2.38M	Sell	29,785 -4,105	-12%	-$335K	﹤0.01%	634
2021 Q2	$2.64M	Buy	33,890 +3,180	+10%	+$231K	﹤0.01%	577
2021 Q1	$2.1M	Sell	30,710 -730	-2%	-$51.7K	﹤0.01%	707
2020 Q4	$2.23M	Buy	31,440 +355	+1%	+$23.5K	﹤0.01%	631
2020 Q3	$1.93M	Buy	31,085 +4,965	+19%	+$298K	0.01%	576
2020 Q2	$1.49M	Buy	26,120 +380	+1%	+$19.1K	﹤0.01%	603
2020 Q1	$1.08M	Buy	25,740 +560	+2%	+$26.5K	﹤0.01%	611
2019 Q4	$1.17M	Buy	25,180 +1,585	+7%	+$70.3K	﹤0.01%	715
2019 Q3	$1M	Buy	23,595 +535	+2%	+$23.4K	﹤0.01%	762
2019 Q2	$1.01M	Buy	23,060 +3,750	+19%	+$161K	﹤0.01%	757
2019 Q1	$814K	Buy	19,310 +5,525	+40%	+$218K	﹤0.01%	811
2018 Q4	$478K	Sell	13,785 -860	-6%	-$31.2K	﹤0.01%	985
2018 Q3	$600K	Buy	14,645 +260	+2%	+$10.2K	﹤0.01%	985
2018 Q2	$526K	Sell	14,385 -28,450	-66%	-$1.03M	﹤0.01%	1043
2018 Q1	$1.45M	Buy	42,835 +26,110	+156%	+$883K	0.01%	560
2017 Q4	$517K	Buy	+16,725	New	+$515K	﹤0.01%	1054
2017 Q3	–	Sell	-2,835	Closed	-$78K	–	2749
2017 Q2	$78K	Buy	2,835 +685	+32%	+$18.3K	﹤0.01%	2168
2017 Q1	$54K	Hold	2,150	–	–	﹤0.01%	2422
2016 Q4	$47K	Buy	2,150 +350	+19%	+$7.83K	﹤0.01%	2431
2016 Q3	$41K	Buy	1,800 +1,300	+260%	+$28.8K	﹤0.01%	2519
2016 Q2	$11K	Sell	500 -150	-23%	-$3.09K	﹤0.01%	3176
2016 Q1	$13K	Buy	650 +150	+30%	+$2.84K	﹤0.01%	3048
2015 Q4	$10K	Sell	500 -1,730	-78%	-$35.7K	﹤0.01%	3300
2015 Q3	$42K	Buy	+2,230	New	+$44.2K	﹤0.01%	2155
2014 Q2	–	Sell	-125	Closed	-$2K	–	3859
2014 Q1	$2K	Hold	125	–	–	﹤0.01%	3359
2013 Q4	$2K	Hold	125	–	–	﹤0.01%	3091
2013 Q3	$2K	Hold	125	–	–	﹤0.01%	2979
2013 Q2	$2K	Buy	+125	New	+$1.71K	﹤0.01%	2821

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

Creative Planning's IGV Position: Q2 2026 in Review

Creative Planning reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 10% in Q2 2026, selling an estimated $439K and leaving 43,207 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Creative Planning first reported a position in IGV in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.65M in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Creative Planning held 43,207 shares of iShares Expanded Tech-Software Sector ETF worth $3.91M as of Q2 2026.
Creative Planning sold 4,942 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $439K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1587 holding.
Creative Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 47 quarters since.
Creative Planning's iShares Expanded Tech-Software Sector ETF position peaked at $4.65M in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.