GRP
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Global Retirement Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Global Retirement Partners’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.05M Buy
62,307
+700
+1% +$90.7K 0.14% 135
2025
Q3 		$7.76M Sell
61,607
-1,622
-3% -$191K 0.17% 109
2025
Q2 		$7.1M Buy
+63,229
New +$6.21M 0.18% 110
2024
Q4 		$1.59M Buy
15,574
+1,533
+11% +$154K 0.05% 346
2024
Q3 		$1.35M Buy
14,041
+949
+7% +$87.7K 0.04% 365
2024
Q2 		$1.23M Buy
13,092
+1,114
+9% +$97.5K 0.04% 376
2024
Q1 		$1.03M Buy
11,978
+7,478
+166% +$609K 0.04% 357
2023
Q4 		$340K Buy
4,500
+6
+0.1% +$410 0.01% 578
2023
Q3 		$288K Buy
4,494
+6
+0.1% +$396 0.01% 556
2023
Q2 		$294K Hold
4,488
– – 0.01% 573
2023
Q1 		$248K Buy
4,488
+438
+11% +$22.8K 0.01% 593
2022
Q4 		$189K Buy
+4,050
New +$194K 0.01% 605
2021
Q1 		– Sell
-120
Closed -$7K – 1823
2020
Q4 		$7K Hold
120
– – ﹤0.01% 1357
2020
Q3 		$6K Hold
120
– – ﹤0.01% 1279
2020
Q2 		$6K Buy
120
+48
+67% +$2.02K ﹤0.01% 1245
2020
Q1 		$3K Hold
72
– – ﹤0.01% 1337
2019
Q4 		$3K Hold
72
– – ﹤0.01% 1416
2019
Q3 		$3K Hold
72
– – ﹤0.01% 1390
2019
Q2 		$3K Hold
72
– – ﹤0.01% 1381
2019
Q1 		$2K Hold
72
– – ﹤0.01% 1397
2018
Q4 		$2K Buy
+72
New +$2.23K ﹤0.01% 1334

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's IGM Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q4 2025, buying an estimated $90.7K and bringing the position to 62,307 shares worth $8.05M. The position accounts for 0.14% of the portfolio, ranked #135.

Global Retirement Partners first reported a position in IGM in Q4 2018 and has held it in 21 quarters since. 509 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • Global Retirement Partners held 62,307 shares of iShares Expanded Tech Sector ETF worth $8.05M as of Q4 2025.
  • Global Retirement Partners bought 700 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $90.7K.
  • iShares Expanded Tech Sector ETF made up 0.14% of Global Retirement Partners's portfolio in Q4 2025, its #135 holding.
  • Global Retirement Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 21 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.