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 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 $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IGV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 24% in Q1 2026, selling an estimated $171K and leaving 5,943 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #308.

Retirement Planning Group (Kansas) first reported a position in IGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Retirement Planning Group (Kansas) held 5,943 shares of iShares Expanded Tech-Software Sector ETF worth $476K as of Q1 2026.
Retirement Planning Group (Kansas) sold 1,927 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $171K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #308 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s iShares Expanded Tech-Software Sector ETF position peaked at $1.41M in Q4 2024.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.