NorthRock Partners’s iShares Expanded Tech Sector ETF IGM Stock Holding History

NorthRock Partners’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	$630K	Buy	3,853 +1	+0%	+$150	0.01%	392
2026 Q1	$457K	Sell	3,852 -595	-13%	-$74.9K	0.01%	431
2025 Q4	$574K	Buy	4,447 +1,974	+80%	+$256K	0.01%	347
2025 Q3	$311K	Buy	+2,473	New	+$292K	0.01%	683
2025 Q2	–	Sell	-225	Closed	-$20.4K	–	799
2025 Q1	$20.4K	Hold	225	–	–	﹤0.01%	738
2024 Q4	$23K	Hold	225	–	–	﹤0.01%	687
2024 Q3	$21.6K	Buy	+225	New	+$20.8K	﹤0.01%	737

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NorthRock Partners's IGM Position: Q2 2026 in Review

NorthRock Partners increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.03% in Q2 2026, buying an estimated $150 and bringing the position to 3,853 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #392.

NorthRock Partners first reported a position in IGM in Q3 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

NorthRock Partners held 3,853 shares of iShares Expanded Tech Sector ETF worth $630K as of Q2 2026.
NorthRock Partners bought 1 iShares Expanded Tech Sector ETF share in Q2 2026, an estimated $150.
iShares Expanded Tech Sector ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #392 holding.
NorthRock Partners first reported a position in iShares Expanded Tech Sector ETF in Q3 2024 and has held it in 7 quarters since.
561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.