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

Planning Strategies’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	$578K	Buy	+6,384	New	+$568K	0.36%	38

Other funds holding IGV

VMPIC

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

Citigroup New York $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Planning Strategies's IGV Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 6,384 shares worth $578K. The stake represents 0.36% of the portfolio and ranks #38 among its holdings.

837 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Planning Strategies held 6,384 shares of iShares Expanded Tech-Software Sector ETF worth $578K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Planning Strategies position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.36% of Planning Strategies's portfolio in Q2 2026, its #38 holding.
837 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.