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Northeast Financial Consultants’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$11.1M Sell
98,767
-12,379
-11% -$1.22M 0.45% 32
2025
Q1 		$10.1M Sell
111,146
-2,650
-2% -$268K 0.45% 33
2024
Q4 		$11.6M Sell
113,796
-1,552
-1% -$156K 0.49% 30
2024
Q3 		$11.1M Buy
115,348
+1,400
+1% +$129K 0.48% 33
2024
Q2 		$10.7M Buy
113,948
+35,954
+46% +$3.15M 0.5% 32
2024
Q1 		$6.72M Buy
+77,994
New +$6.35M 0.33% 52

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northeast Financial Consultants's IGM Position: Q2 2025 in Review

Northeast Financial Consultants reduced its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q2 2025, selling an estimated $1.22M and leaving 98,767 shares worth $11.1M. The position accounts for 0.45% of the portfolio, ranked #32.

Northeast Financial Consultants first reported a position in IGM in Q1 2024 and has held it in 6 quarters since. The position peaked at $11.6M in Q4 2024. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

  • Northeast Financial Consultants held 98,767 shares of iShares Expanded Tech Sector ETF worth $11.1M as of Q2 2025.
  • Northeast Financial Consultants sold 12,379 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $1.22M.
  • iShares Expanded Tech Sector ETF made up 0.45% of Northeast Financial Consultants's portfolio in Q2 2025, its #32 holding.
  • Northeast Financial Consultants first reported a position in iShares Expanded Tech Sector ETF in Q1 2024 and has held it in 6 quarters since.
  • Northeast Financial Consultants's iShares Expanded Tech Sector ETF position peaked at $11.6M in Q4 2024.
  • 456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.