Stonebridge Financial Group, LLC/CA’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$292K	Buy	+1,789	New	+$268K	0.04%	225

Other funds holding IGM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's IGM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,789 shares worth $292K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings.

479 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 1,789 shares of iShares Expanded Tech Sector ETF worth $292K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #225 holding.
479 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.