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Estate Planners Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Estate Planners 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
2026
Q1 		– Sell
-100
Closed -$10.6K – 220
2025
Q4 		$10.6K Buy
+100
New +$11K ﹤0.01% 275

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Estate Planners Group's IGV Position: Q1 2026 in Review

Estate Planners Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 100 shares — an estimated $10.6K sold.

Estate Planners Group first reported a position in IGV in Q4 2025 and held it in 1 quarter. The position peaked at $10.6K in Q4 2025. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Estate Planners Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 100 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $10.6K.
  • Estate Planners Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares Expanded Tech-Software Sector ETF position peaked at $10.6K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.