Northwest Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Northwest Capital Management’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	–	Sell	-252	Closed	-$22.8K	–	394
2025 Q1	$22.8K	Hold	252	–	–	0.01%	244
2024 Q4	$25.7K	Hold	252	–	–	0.01%	228
2024 Q3	$24.2K	Hold	252	–	–	0.01%	242
2024 Q2	$23.8K	Hold	252	–	–	0.01%	236
2024 Q1	$21.7K	Hold	252	–	–	0.01%	301
2023 Q4	$18.8K	Hold	252	–	–	0.01%	307
2023 Q3	$16.1K	Hold	252	–	–	0.01%	305
2023 Q2	$16.5K	Buy	+252	New	+$15K	0.01%	313

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Capital Management's IGM Position: Q2 2025 in Review

Northwest Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2025, closing a stake of 252 shares — an estimated $22.8K sold.

Northwest Capital Management first reported a position in IGM in Q2 2023 and held it in 8 quarters. The position peaked at $25.7K in Q4 2024. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

Northwest Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 252 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $22.8K.
Northwest Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's iShares Expanded Tech Sector ETF position peaked at $25.7K in Q4 2024.
456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.