Stonebridge Financial Group
IGM icon

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

Stonebridge 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 		$302K Hold
1,789
– – 0.04% 207
2026
Q2 		$292K Buy
+1,789
New +$268K 0.04% 225

Other funds holding IGM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Stonebridge Financial Group's IGM Position: Q3 2026 in Review

Stonebridge Financial Group held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2026 at 1,789 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #207.

Stonebridge Financial Group first reported a position in IGM in Q2 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • Stonebridge Financial Group held 1,789 shares of iShares Expanded Tech Sector ETF worth $302K as of Q3 2026.
  • Stonebridge Financial Group left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech Sector ETF made up 0.04% of Stonebridge Financial Group's portfolio in Q3 2026, its #207 holding.
  • Stonebridge Financial Group first reported a position in iShares Expanded Tech Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.