Planning Project LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Planning Project LLC’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
2025 Q4	$94.6K	Buy	+895	New	+$98.4K	0.02%	50

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAF

Laura & John Arnold Foundation Houston, Texas $330M AUM

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

Planning Project LLC's IGV Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025: 895 shares worth $94.6K. The stake represents 0.02% of the portfolio and ranks #50 among its holdings.

646 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

Planning Project LLC held 895 shares of iShares Expanded Tech-Software Sector ETF worth $94.6K as of Q4 2025.
iShares Expanded Tech-Software Sector ETF was a new Planning Project LLC position in Q4 2025.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #50 holding.
646 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.