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Rothschild Investment LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Rothschild Investment LLC’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
Q4 		– Sell
-25
Closed -$3.15K – 3461
2025
Q3 		$3.15K Buy
+25
New +$2.95K ﹤0.01% 1956
2024
Q2 		– Sell
-18
Closed -$1.55K – 2830
2024
Q1 		$1.55K Hold
18
– – ﹤0.01% 1233
2023
Q4 		$1.34K Buy
+18
New +$1.23K ﹤0.01% 1175

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's IGM Position: Q4 2025 in Review

Rothschild Investment LLC sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 25 shares — an estimated $3.15K sold.

Rothschild Investment LLC first reported a position in IGM in Q4 2023 and held it in 3 quarters. The position peaked at $3.15K in Q3 2025. 510 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • Rothschild Investment LLC reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 25 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $3.15K.
  • Rothschild Investment LLC first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and held it in 3 quarters.
  • Rothschild Investment LLC's iShares Expanded Tech Sector ETF position peaked at $3.15K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.