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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
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

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
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Root Financial Partners's IGM Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2026, closing a stake of 311 shares — an estimated $36.9K sold.

Root Financial Partners first reported a position in IGM in Q3 2025 and held it in 3 quarters. The position peaked at $40.2K in Q4 2025. 216 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 311 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $36.9K.
  • Root Financial Partners first reported a position in iShares Expanded Tech Sector ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Expanded Tech Sector ETF position peaked at $40.2K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.