Root Financial Partners
IGM icon

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

Root Financial 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
Q3 		$53.6K Buy
+317
New +$50.8K ﹤0.01% 1048
2026
Q2 		– Sell
-311
Closed -$36.9K – 1730
2026
Q1 		$36.9K Hold
311
– – ﹤0.01% 1015
2025
Q4 		$40.2K Hold
311
– – ﹤0.01% 810
2025
Q3 		$39.2K Buy
+311
New +$36.7K ﹤0.01% 767

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LPL Financial
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Root Financial Partners's IGM Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q3 2026: 317 shares worth $53.6K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IGM as recently as Q1 2026.

Root Financial Partners first reported a position in IGM in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Root Financial Partners held 317 shares of iShares Expanded Tech Sector ETF worth $53.6K as of Q3 2026.
  • iShares Expanded Tech Sector ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1048 holding.
  • Root Financial Partners first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.