BFC Planning, Inc.’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

BFC Planning, Inc.’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	$184K	Sell	2,029 -174	-8%	-$15.5K	0.01%	967
2026 Q1	$176K	Buy	2,203 +1,225	+125%	+$108K	0.01%	917
2025 Q4	$103K	Sell	978 -105	-10%	-$11.5K	﹤0.01%	1098
2025 Q3	$125K	Sell	1,083 -885	-45%	-$98K	0.01%	849
2025 Q2	$216K	Buy	1,968 +670	+52%	+$66.3K	0.02%	613
2025 Q1	$116K	Sell	1,298 -2,432	-65%	-$240K	0.01%	811
2024 Q4	$373K	Buy	+3,730	New	+$370K	0.03%	420

Other funds holding IGV

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 $308B AUM 40.94% 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 $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFC Planning, Inc.'s IGV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 7.9% in Q2 2026, selling an estimated $15.5K and leaving 2,029 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #967.

BFC Planning, Inc. first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q4 2024. 890 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

BFC Planning, Inc. held 2,029 shares of iShares Expanded Tech-Software Sector ETF worth $184K as of Q2 2026.
BFC Planning, Inc. sold 174 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $15.5K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #967 holding.
BFC Planning, Inc. first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Expanded Tech-Software Sector ETF position peaked at $373K in Q4 2024.
890 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.