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

Planning Strategies Inc.’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

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Planning Strategies Inc.'s IGV Position: Q2 2026 in Review

Planning Strategies Inc. 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.

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

  • Planning Strategies Inc. 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 Inc. position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.36% of Planning Strategies Inc.'s portfolio in Q2 2026, its #38 holding.
  • 305 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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