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TruNorth Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TruNorth Capital Management’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
-564
Closed -$71K – 242
2025
Q3 		$71K Hold
564
– – 0.01% 156
2025
Q2 		$63.4K Hold
564
– – 0.01% 148
2025
Q1 		$51.1K Hold
564
– – 0.01% 205
2024
Q4 		$57.6K Buy
+564
New +$56.7K 0.02% 138

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TruNorth Capital Management's IGM Position: Q4 2025 in Review

TruNorth Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2025, closing a stake of 564 shares — an estimated $71K sold.

TruNorth Capital Management first reported a position in IGM in Q4 2024 and held it in 4 quarters. The position peaked at $71K in Q3 2025. 512 funds tracked by Wall St. Rank hold IGM as of Q4 2025.

  • TruNorth Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 564 iShares Expanded Tech Sector ETF shares in Q4 2025, an estimated $71K.
  • TruNorth Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2024 and held it in 4 quarters.
  • TruNorth Capital Management's iShares Expanded Tech Sector ETF position peaked at $71K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.