Pine Grove Financial Group
IGM icon

Pine Grove Financial Group’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Pine Grove Financial 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
Q3 		$540K Sell
3,192
-15
-0.5% -$2.4K 0.05% 135
2026
Q2 		$525K Sell
3,207
-20
-0.6% -$3K 0.05% 130
2026
Q1 		$382K Buy
3,227
+1,462
+83% +$184K 0.04% 136
2025
Q4 		$228K Buy
+1,765
New +$229K 0.03% 174

Other funds holding IGM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Gray Foundation
Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return

Pine Grove Financial Group's IGM Position: Q3 2026 in Review

Pine Grove Financial Group reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.47% in Q3 2026, selling an estimated $2.4K and leaving 3,192 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #135.

Pine Grove Financial Group first reported a position in IGM in Q4 2025 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Pine Grove Financial Group held 3,192 shares of iShares Expanded Tech Sector ETF worth $540K as of Q3 2026.
  • Pine Grove Financial Group sold 15 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $2.4K.
  • iShares Expanded Tech Sector ETF made up 0.05% of Pine Grove Financial Group's portfolio in Q3 2026, its #135 holding.
  • Pine Grove Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q4 2025 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.