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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
2026
Q2 		$921K Buy
+10,166
New +$904K 0.01% 778
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

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Global Retirement Partners opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 10,166 shares worth $921K. The stake represents 0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IGV as recently as Q4 2025.

Global Retirement Partners first reported a position in IGV in Q3 2018 and has held it in 29 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Global Retirement Partners held 10,166 shares of iShares Expanded Tech-Software Sector ETF worth $921K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #778 holding.
  • Global Retirement Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 29 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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