Creative Planning
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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 $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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. 889 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.
  • 889 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.