Creative Planning
IGV icon

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
2018
Q3 		– Sell
-500
Closed -$2K – 2120
2018
Q2 		$2K Buy
+500
New +$18K ﹤0.01% 2005

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Creative Planning's IGV Position: Q1 2026 in Review

Creative Planning increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 22% in Q1 2026, buying an estimated $755K and bringing the position to 48,149 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Creative Planning first reported a position in IGV in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.65M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Creative Planning held 48,149 shares of iShares Expanded Tech-Software Sector ETF worth $3.85M as of Q1 2026.
  • Creative Planning bought 8,531 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $755K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1391 holding.
  • Creative Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 46 quarters since.
  • Creative Planning's iShares Expanded Tech-Software Sector ETF position peaked at $4.65M in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

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