Plan A Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Plan A Wealth’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	$205K	Buy	+1,926	New	+$193K	0.07%	187

Other funds holding IGV

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

AIC

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

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AIM

Aurora Investment Managers Naples, Florida $176M AUM 14.39% 1-Year Est. Return

Plan A Wealth's IGV Position: Q3 2026 in Review

Plan A Wealth opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 1,926 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #187 among its holdings.

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

Plan A Wealth held 1,926 shares of iShares Expanded Tech-Software Sector ETF worth $205K as of Q3 2026.
iShares Expanded Tech-Software Sector ETF was a new Plan A Wealth position in Q3 2026.
iShares Expanded Tech-Software Sector ETF made up 0.07% of Plan A Wealth's portfolio in Q3 2026, its #187 holding.
134 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.