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

AlphaCore Capital’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	-780	Closed	-$92.4K	–	1511
2026 Q1	$92.4K	Buy	+780	New	+$98.1K	﹤0.01%	941
2025 Q2	–	Sell	-18	Closed	-$1.63K	–	1070
2025 Q1	$1.63K	Buy	+18	New	+$1.82K	﹤0.01%	747

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

AlphaCore Capital's IGM Position: Q2 2026 in Review

AlphaCore Capital sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2026, closing a stake of 780 shares — an estimated $92.4K sold.

AlphaCore Capital first reported a position in IGM in Q1 2025 and held it in 2 quarters. The position peaked at $92.4K in Q1 2026. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

AlphaCore Capital reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2026 after selling out during the quarter.
AlphaCore Capital sold 780 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $92.4K.
AlphaCore Capital first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and held it in 2 quarters.
AlphaCore Capital's iShares Expanded Tech Sector ETF position peaked at $92.4K in Q1 2026.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.