RPCONE
IGV icon

Retirement Planning Company of New England’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Retirement Planning Company of New England’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 		$223K Buy
+2,460
New +$219K 0.08% 243
2026
Q1 		– Sell
-2,200
Closed -$233K – 249
2025
Q4 		$233K Sell
2,200
-50
-2% -$5.5K 0.09% 224
2025
Q3 		$259K Hold
2,250
– – 0.1% 206
2025
Q2 		$246K Sell
2,250
-75
-3% -$7.42K 0.11% 203
2025
Q1 		$207K Buy
2,325
+50
+2% +$4.94K 0.1% 221
2024
Q4 		$228K Hold
2,275
– – 0.11% 208
2024
Q3 		$203K Buy
+2,275
New +$195K 0.1% 219
2022
Q1 		– Sell
-250
Closed -$19K – 531
2021
Q4 		$19K Buy
+250
New +$20.9K 0.01% 537

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Retirement Planning Company of New England's IGV Position: Q2 2026 in Review

Retirement Planning Company of New England opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,460 shares worth $223K. The stake represents 0.08% of the portfolio and ranks #243 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in IGV as recently as Q4 2025.

Retirement Planning Company of New England first reported a position in IGV in Q4 2021 and has held it in 8 quarters since. The position peaked at $259K in Q3 2025. 623 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Retirement Planning Company of New England held 2,460 shares of iShares Expanded Tech-Software Sector ETF worth $223K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Retirement Planning Company of New England position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #243 holding.
  • Retirement Planning Company of New England first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 8 quarters since.
  • Retirement Planning Company of New England's iShares Expanded Tech-Software Sector ETF position peaked at $259K in Q3 2025.
  • 623 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.