Northwestern Mutual Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Northwestern Mutual Wealth 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
2026 Q2	$6.6M	Sell	40,369 -1,904	-5%	-$285K	﹤0.01%	753
2026 Q1	$5.01M	Sell	42,273 -4,909	-10%	-$618K	﹤0.01%	806
2025 Q4	$6.09M	Buy	47,182 +2,319	+5%	+$300K	﹤0.01%	707
2025 Q3	$5.65M	Sell	44,863 -5,047	-10%	-$595K	﹤0.01%	702
2025 Q2	$5.61M	Buy	49,910 +19,962	+67%	+$1.96M	﹤0.01%	650
2025 Q1	$2.72M	Buy	29,948 +5,761	+24%	+$582K	﹤0.01%	825
2024 Q4	$2.47M	Buy	24,187 +5,612	+30%	+$564K	﹤0.01%	799
2024 Q3	$1.78M	Sell	18,575 -778	-4%	-$71.9K	﹤0.01%	889
2024 Q2	$1.83M	Buy	19,353 +3,969	+26%	+$348K	﹤0.01%	841
2024 Q1	$1.33M	Buy	15,384 +438	+3%	+$35.7K	﹤0.01%	921
2023 Q4	$1.12M	Sell	14,946 -2,820	-16%	-$193K	﹤0.01%	937
2023 Q3	$1.13M	Buy	17,766 +762	+4%	+$50.2K	﹤0.01%	901
2023 Q2	$1.11M	Buy	17,004 +4,266	+33%	+$254K	﹤0.01%	899
2023 Q1	$720K	Buy	12,738 +552	+5%	+$28.8K	﹤0.01%	1021
2022 Q4	$569K	Sell	12,186 -552	-4%	-$26.5K	﹤0.01%	1058
2022 Q3	$587K	Sell	12,738 -1,752	-12%	-$92.3K	﹤0.01%	982
2022 Q2	$711K	Sell	14,490 -3,366	-19%	-$185K	﹤0.01%	925
2022 Q1	$1.16M	Sell	17,856 -660	-4%	-$42.5K	﹤0.01%	800
2021 Q4	$1.35M	Buy	18,516 +876	+5%	+$63K	﹤0.01%	721
2021 Q3	$1.19M	Buy	17,640 +2,232	+14%	+$155K	﹤0.01%	711
2021 Q2	$1.04M	Buy	15,408 +1,764	+13%	+$112K	﹤0.01%	755
2021 Q1	$821K	Buy	13,644 +594	+5%	+$35.5K	﹤0.01%	767
2020 Q4	$761K	Buy	13,050 +4,374	+50%	+$240K	﹤0.01%	716
2020 Q3	$447K	Buy	8,676 +3,336	+62%	+$168K	﹤0.01%	778
2020 Q2	$248K	Buy	5,340 +246	+5%	+$10.3K	﹤0.01%	895
2020 Q1	$180K	Sell	5,094 -420	-8%	-$16.8K	﹤0.01%	917
2019 Q4	$223K	Buy	5,514 +852	+18%	+$32.4K	﹤0.01%	913
2019 Q3	$169K	Buy	4,662 +2,628	+129%	+$96.1K	﹤0.01%	954
2019 Q2	$73K	Buy	2,034 +240	+13%	+$8.48K	﹤0.01%	1251
2019 Q1	$62K	Buy	1,794 +1,440	+407%	+$46.2K	﹤0.01%	1259
2018 Q4	$10K	Sell	354 -612	-63%	-$18.9K	﹤0.01%	1833
2018 Q3	$34K	Sell	966 -270	-22%	-$9.16K	﹤0.01%	1459
2018 Q2	$40K	Buy	1,236 +594	+93%	+$18.7K	﹤0.01%	1335
2018 Q1	$19K	Hold	642	–	–	﹤0.01%	1556
2017 Q4	$18K	Buy	642 +468	+269%	+$12.9K	﹤0.01%	1538
2017 Q3	$5K	Sell	174 -468	-73%	-$11.8K	﹤0.01%	1816
2017 Q2	$15K	Buy	642 +468	+269%	+$11.2K	﹤0.01%	1476
2017 Q1	$4K	Sell	174 -516	-75%	-$11.5K	﹤0.01%	1751
2016 Q4	$14K	Buy	+690	New	+$14.2K	﹤0.01%	1493
2013 Q3	–	Sell	-1,230	Closed	-$15K	–	1414
2013 Q2	$15K	Buy	+1,230	New	+$15.2K	﹤0.01%	771

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

Northwestern Mutual Wealth Management's IGM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Expanded Tech Sector ETF (IGM) stake by 4.5% in Q2 2026, selling an estimated $285K and leaving 40,369 shares worth $6.6M. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Northwestern Mutual Wealth Management first reported a position in IGM in Q2 2013 and has held it in 40 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Northwestern Mutual Wealth Management held 40,369 shares of iShares Expanded Tech Sector ETF worth $6.6M as of Q2 2026.
Northwestern Mutual Wealth Management sold 1,904 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $285K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #753 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2013 and has held it in 40 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.