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

Caldwell Sutter 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	$2.47M	Sell	15,120 -600	-4%	-$89.9K	0.93%	21
2026 Q1	$1.86M	Hold	15,720	–	–	0.76%	29
2025 Q4	$2.03M	Hold	15,720	–	–	0.86%	29
2025 Q3	$1.98M	Sell	15,720 -402	-2%	-$47.4K	0.85%	28
2025 Q2	$1.81M	Sell	16,122 -780	-5%	-$76.6K	0.83%	31
2025 Q1	$1.53M	Hold	16,902	–	–	0.73%	35
2024 Q4	$1.73M	Hold	16,902	–	–	0.8%	32
2024 Q3	$1.62M	Hold	16,902	–	–	0.76%	36
2024 Q2	$1.59M	Hold	16,902	–	–	0.79%	32
2024 Q1	$1.46M	Sell	16,902 -618	-4%	-$50.3K	0.7%	38
2023 Q4	$1.31M	Buy	17,520 +2,856	+19%	+$195K	0.66%	42
2023 Q3	$934K	Hold	14,664	–	–	0.52%	55
2023 Q2	$960K	Buy	14,664 +14,064	+2,344%	+$836K	0.5%	53
2023 Q1	$33.9K	Buy	+600	New	+$31.3K	0.02%	286

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

Caldwell Sutter Capital's IGM Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares Expanded Tech Sector ETF (IGM) stake by 3.8% in Q2 2026, selling an estimated $89.9K and leaving 15,120 shares worth $2.47M. The position accounts for 0.93% of the portfolio, ranked #21.

Caldwell Sutter Capital first reported a position in IGM in Q1 2023 and has held it in 14 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Caldwell Sutter Capital held 15,120 shares of iShares Expanded Tech Sector ETF worth $2.47M as of Q2 2026.
Caldwell Sutter Capital sold 600 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $89.9K.
iShares Expanded Tech Sector ETF made up 0.93% of Caldwell Sutter Capital's portfolio in Q2 2026, its #21 holding.
Caldwell Sutter Capital first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 14 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.