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Retirement Planning Company of New England’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Retirement Planning Company of New England’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 		$1.02M Sell
6,245
-446
-7% -$66.8K 0.37% 74
2026
Q1 		$793K Buy
6,691
+14
+0.2% +$1.76K 0.32% 94
2025
Q4 		$862K Sell
6,677
-131
-2% -$17K 0.35% 83
2025
Q3 		$858K Hold
6,808
– – 0.35% 83
2025
Q2 		$765K Sell
6,808
-18
-0.3% -$1.77K 0.34% 88
2025
Q1 		$619K Buy
6,826
+3
+0% +$303 0.31% 102
2024
Q4 		$697K Sell
6,823
-12
-0.2% -$1.21K 0.34% 86
2024
Q3 		$656K Sell
6,835
-7
-0.1% -$647 0.33% 92
2024
Q2 		$645K Sell
6,842
-9
-0.1% -$788 0.35% 84
2024
Q1 		$590K Sell
6,851
-2,023
-23% -$165K 0.32% 97
2023
Q4 		$663K Buy
8,874
+48
+0.5% +$3.28K 0.3% 101
2023
Q3 		$562K Buy
8,826
+1,398
+19% +$92.2K 0.31% 98
2023
Q2 		$486K Sell
7,428
-192
-3% -$11.4K 0.28% 109
2023
Q1 		$431K Sell
7,620
-36
-0.5% -$1.88K 0.26% 117
2022
Q4 		$357K Hold
7,656
– – 0.23% 126
2022
Q3 		$352K Sell
7,656
-30
-0.4% -$1.58K 0.25% 120
2022
Q2 		$377K Sell
7,686
-522
-6% -$28.6K 0.26% 121
2022
Q1 		$531K Sell
8,208
-108
-1% -$6.95K 0.3% 105
2021
Q4 		$608K Buy
+8,316
New +$598K 0.3% 94

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 22.9% 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

Retirement Planning Company of New England's IGM Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its iShares Expanded Tech Sector ETF (IGM) stake by 6.7% in Q2 2026, selling an estimated $66.8K and leaving 6,245 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #74.

Retirement Planning Company of New England first reported a position in IGM in Q4 2021 and has held it in 19 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Retirement Planning Company of New England held 6,245 shares of iShares Expanded Tech Sector ETF worth $1.02M as of Q2 2026.
  • Retirement Planning Company of New England sold 446 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $66.8K.
  • iShares Expanded Tech Sector ETF made up 0.37% of Retirement Planning Company of New England's portfolio in Q2 2026, its #74 holding.
  • Retirement Planning Company of New England first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.