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Global Retirement Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Global Retirement Partners’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
2025
Q4 		$120K Sell
1,140
-348
-23% -$38.3K ﹤0.01% 1795
2025
Q3 		$171K Sell
1,488
-191
-11% -$21.1K ﹤0.01% 1255
2025
Q2 		$184K Buy
+1,679
New +$166K ﹤0.01% 1139
2024
Q4 		$177K Buy
1,769
+385
+28% +$38.1K 0.01% 1016
2024
Q3 		$124K Buy
1,384
+85
+7% +$7.29K ﹤0.01% 1133
2024
Q2 		$113K Buy
1,299
+745
+134% +$61.2K ﹤0.01% 1125
2024
Q1 		$47.2K Sell
554
-196
-26% -$16.5K ﹤0.01% 1443
2023
Q4 		$61.3K Sell
750
-1,035
-58% -$76.6K ﹤0.01% 1268
2023
Q3 		$121K Buy
1,785
+235
+15% +$16.5K 0.01% 860
2023
Q2 		$107K Sell
1,550
-60
-4% -$3.77K 0.01% 917
2023
Q1 		$93K Buy
1,610
+690
+75% +$38.7K ﹤0.01% 951
2022
Q4 		$47.1K Buy
920
+870
+1,740% +$45.1K ﹤0.01% 1116
2022
Q3 		$3K Hold
50
– – ﹤0.01% 2107
2022
Q2 		$3K Hold
50
– – ﹤0.01% 2068
2022
Q1 		$3K Buy
+50
New +$3.43K ﹤0.01% 2066
2021
Q4 		– Sell
-290
Closed -$23K – 968
2021
Q3 		$23K Hold
290
– – ﹤0.01% 1161
2021
Q2 		$23K Hold
290
– – ﹤0.01% 1145
2021
Q1 		$20K Hold
290
– – ﹤0.01% 1109
2020
Q4 		$21K Buy
290
+50
+21% +$3.31K ﹤0.01% 1015
2020
Q3 		$15K Sell
240
-5
-2% -$300 ﹤0.01% 1019
2020
Q2 		$14K Sell
245
-35
-13% -$1.75K ﹤0.01% 1014
2020
Q1 		$12K Buy
280
+35
+14% +$1.66K ﹤0.01% 979
2019
Q4 		$11K Hold
245
– – ﹤0.01% 1130
2019
Q3 		$10K Buy
245
+5
+2% +$219 ﹤0.01% 1117
2019
Q2 		$10K Sell
240
-220
-48% -$9.43K ﹤0.01% 1103
2019
Q1 		$19K Hold
460
– – ﹤0.01% 846
2018
Q4 		$16K Hold
460
– – ﹤0.01% 824
2018
Q3 		$19K Buy
+460
New +$18K ﹤0.01% 831

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $430M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Global Retirement Partners reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 23% in Q4 2025, selling an estimated $38.3K and leaving 1,140 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Global Retirement Partners first reported a position in IGV in Q3 2018 and has held it in 28 quarters since. The position peaked at $184K in Q2 2025. 646 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Global Retirement Partners held 1,140 shares of iShares Expanded Tech-Software Sector ETF worth $120K as of Q4 2025.
  • Global Retirement Partners sold 348 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $38.3K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1795 holding.
  • Global Retirement Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 28 quarters since.
  • Global Retirement Partners's iShares Expanded Tech-Software Sector ETF position peaked at $184K in Q2 2025.
  • 646 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

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