CJ
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Caitlin John’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Caitlin John’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 		$78.4K Hold
479
– – 0.04% 297
2026
Q1 		$56.8K Buy
479
+30
+7% +$3.77K 0.03% 289
2025
Q4 		$58K Buy
449
+11
+3% +$1.43K 0.04% 290
2025
Q3 		$55.2K Buy
+438
New +$51.7K 0.04% 248
2025
Q1 		– Sell
-438
Closed -$44.7K – 432
2024
Q4 		$44.7K Hold
438
– – 0.03% 243
2024
Q3 		$44.6K Hold
438
– – 0.03% 255
2024
Q2 		$41.3K Sell
438
-114
-21% -$9.98K 0.03% 265
2024
Q1 		$47.6K Hold
552
– – 0.04% 245
2023
Q4 		$41.2K Buy
+552
New +$37.7K 0.03% 243

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caitlin John's IGM Position: Q2 2026 in Review

Caitlin John held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 479 shares worth $78.4K. The position accounts for 0.04% of the portfolio, ranked #297.

Caitlin John first reported a position in IGM in Q4 2023 and has held it in 9 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Caitlin John held 479 shares of iShares Expanded Tech Sector ETF worth $78.4K as of Q2 2026.
  • Caitlin John left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.04% of Caitlin John's portfolio in Q2 2026, its #297 holding.
  • Caitlin John first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 9 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.