Next Level Wealth Planning’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Next Level Wealth 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 Q3	$81.5K	Buy	+765	New	+$76.7K	0.03%	132

Other funds holding IGV

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Next Level Wealth Planning's IGV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 765 shares worth $81.5K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings.

491 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Next Level Wealth Planning held 765 shares of iShares Expanded Tech-Software Sector ETF worth $81.5K as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #132 holding.
491 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.