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
2026
Q2 		$10M Buy
+61,354
New +$9.19M 0.15% 129
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Retirement Partners's IGM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 61,354 shares worth $10M. The stake represents 0.15% of the portfolio and ranks #129 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IGM as recently as Q4 2025.

Global Retirement Partners first reported a position in IGM in Q4 2018 and has held it in 22 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Global Retirement Partners held 61,354 shares of iShares Expanded Tech Sector ETF worth $10M as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.15% of Global Retirement Partners's portfolio in Q2 2026, its #129 holding.
  • Global Retirement Partners first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 22 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.