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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Caitlin John's IGM Position: Q1 2026 in Review

Caitlin John increased its iShares Expanded Tech Sector ETF (IGM) stake by 6.7% in Q1 2026, buying an estimated $3.77K and bringing the position to 479 shares worth $56.8K. The position accounts for 0.03% of the portfolio, ranked #289.

Caitlin John first reported a position in IGM in Q4 2023 and has held it in 8 quarters since. The position peaked at $58K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Caitlin John held 479 shares of iShares Expanded Tech Sector ETF worth $56.8K as of Q1 2026.
Caitlin John bought 30 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $3.77K.
iShares Expanded Tech Sector ETF made up 0.03% of Caitlin John's portfolio in Q1 2026, its #289 holding.
Caitlin John first reported a position in iShares Expanded Tech Sector ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares Expanded Tech Sector ETF position peaked at $58K in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.