Retirement Planning Group (Kansas)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Retirement Planning Group (Kansas)’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	$719K	Buy	7,936 +1,993	+34%	+$177K	0.02%	268
2026 Q1	$476K	Sell	5,943 -1,927	-24%	-$171K	0.01%	308
2025 Q4	$832K	Sell	7,870 -307	-4%	-$33.7K	0.03%	206
2025 Q3	$940K	Sell	8,177 -2,146	-21%	-$238K	0.03%	191
2025 Q2	$1.13M	Sell	10,323 -1,665	-14%	-$165K	0.05%	132
2025 Q1	$1.07M	Sell	11,988 -2,051	-15%	-$203K	0.05%	123
2024 Q4	$1.41M	Sell	14,039 -234	-2%	-$23.2K	0.07%	105
2024 Q3	$1.28M	Sell	14,273 -547	-4%	-$46.9K	0.07%	110
2024 Q2	$1.29M	Buy	14,820 +4,632	+45%	+$380K	0.08%	92
2024 Q1	$869K	Buy	+10,188	New	+$860K	0.07%	112

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Retirement Planning Group (Kansas)'s IGV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 34% in Q2 2026, buying an estimated $177K and bringing the position to 7,936 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #268.

Retirement Planning Group (Kansas) first reported a position in IGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2024. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Retirement Planning Group (Kansas) held 7,936 shares of iShares Expanded Tech-Software Sector ETF worth $719K as of Q2 2026.
Retirement Planning Group (Kansas) bought 1,993 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $177K.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #268 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s iShares Expanded Tech-Software Sector ETF position peaked at $1.41M in Q4 2024.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.