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Global Retirement Partners’s iShares US Technology ETF IYW Stock Holding History

Global Retirement Partners’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.49M Buy
22,507
+1,664
+8% +$333K 0.08% 227
2025
Q3 		$4.08M Sell
20,843
-8,986
-30% -$1.64M 0.09% 202
2025
Q2 		$5.17M Buy
+29,829
New +$4.52M 0.13% 151
2024
Q4 		$3.56M Buy
22,337
+5,126
+30% +$811K 0.1% 192
2024
Q3 		$2.61M Buy
17,211
+1,649
+11% +$242K 0.08% 241
2024
Q2 		$2.34M Buy
15,562
+3,038
+24% +$420K 0.07% 252
2024
Q1 		$1.69M Sell
12,524
-977
-7% -$127K 0.06% 261
2023
Q4 		$1.67M Sell
13,501
-1,998
-13% -$226K 0.07% 245
2023
Q3 		$1.64M Sell
15,499
-3,564
-19% -$388K 0.08% 217
2023
Q2 		$2.08M Sell
19,063
-494
-3% -$48.5K 0.1% 192
2023
Q1 		$1.79M Buy
19,557
+3,128
+19% +$263K 0.1% 209
2022
Q4 		$1.22M Buy
16,429
+3,221
+24% +$246K 0.08% 234
2022
Q3 		$1.01M Buy
13,208
+7,825
+145% +$664K 0.08% 243
2022
Q2 		$430K Hold
5,383
– – 0.03% 379
2022
Q1 		$444K Buy
+5,383
New +$550K 0.03% 379
2021
Q4 		– Sell
-5,352
Closed -$542K – 1053
2021
Q3 		$542K Buy
5,352
+177
+3% +$18.5K 0.05% 293
2021
Q2 		$514K Sell
5,175
-774
-13% -$72.2K 0.05% 287
2021
Q1 		$522K Hold
5,949
– – 0.06% 253
2020
Q4 		$506K Buy
5,949
+289
+5% +$23.1K 0.06% 239
2020
Q3 		$426K Sell
5,660
-100
-2% -$7.3K 0.06% 246
2020
Q2 		$389K Buy
5,760
+444
+8% +$26.8K 0.06% 256
2020
Q1 		$272K Buy
5,316
+84
+2% +$4.87K 0.05% 274
2019
Q4 		$304K Buy
5,232
+140
+3% +$7.62K 0.05% 303
2019
Q3 		$260K Sell
5,092
-484
-9% -$24.6K 0.04% 320
2019
Q2 		$276K Sell
5,576
-84
-1% -$4.11K 0.05% 287
2019
Q1 		$270K Sell
5,660
-2,240
-28% -$99.6K 0.07% 247
2018
Q4 		$316K Sell
7,900
-3,920
-33% -$170K 0.08% 223
2018
Q3 		$573K Sell
11,820
-1,984
-14% -$93.8K 0.13% 153
2018
Q2 		$615K Sell
13,804
-80
-0.6% -$3.54K 0.16% 129
2018
Q1 		$584K Buy
13,884
+124
+0.9% +$5.34K 0.16% 139
2017
Q4 		$560K Buy
13,760
+4,680
+52% +$188K 0.15% 133
2017
Q3 		$340K Buy
9,080
+248
+3% +$9.09K 0.14% 139
2017
Q2 		$309K Buy
8,832
+1,916
+28% +$67.2K 0.15% 134
2017
Q1 		$234K Buy
6,916
+1,520
+28% +$49.3K 0.13% 151
2016
Q4 		$162K Buy
+5,396
New +$161K 0.11% 179

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Global Retirement Partners increased its iShares US Technology ETF (IYW) stake by 8% in Q4 2025, buying an estimated $333K and bringing the position to 22,507 shares worth $4.49M. The position accounts for 0.08% of the portfolio, ranked #227.

Global Retirement Partners first reported a position in IYW in Q4 2016 and has held it in 35 quarters since. The position peaked at $5.17M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Global Retirement Partners held 22,507 shares of iShares US Technology ETF worth $4.49M as of Q4 2025.
  • Global Retirement Partners bought 1,664 iShares US Technology ETF shares in Q4 2025, an estimated $333K.
  • iShares US Technology ETF made up 0.08% of Global Retirement Partners's portfolio in Q4 2025, its #227 holding.
  • Global Retirement Partners first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's iShares US Technology ETF position peaked at $5.17M in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

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