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Northstar Advisory Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Northstar Advisory Group’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 		$660K Sell
4,037
-845
-17% -$127K 0.2% 75
2026
Q1 		$579K Sell
4,882
-49,874
-91% -$6.27M 0.22% 79
2025
Q4 		$7.07M Buy
54,756
+41,933
+327% +$5.43M 2.51% 9
2025
Q3 		$1.62M Sell
12,823
-38,095
-75% -$4.49M 0.66% 46
2025
Q2 		$5.72M Buy
+50,918
New +$5M 2.79% 7

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Northstar Advisory Group's IGM Position: Q2 2026 in Review

Northstar Advisory Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 17% in Q2 2026, selling an estimated $127K and leaving 4,037 shares worth $660K. The position accounts for 0.2% of the portfolio, ranked #75.

Northstar Advisory Group first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.07M in Q4 2025. 256 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Northstar Advisory Group held 4,037 shares of iShares Expanded Tech Sector ETF worth $660K as of Q2 2026.
  • Northstar Advisory Group sold 845 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $127K.
  • iShares Expanded Tech Sector ETF made up 0.2% of Northstar Advisory Group's portfolio in Q2 2026, its #75 holding.
  • Northstar Advisory Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
  • Northstar Advisory Group's iShares Expanded Tech Sector ETF position peaked at $7.07M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.