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Cape Investment Advisory’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cape Investment Advisory’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 		$702K Buy
4,292
+21
+0.5% +$3.15K 0.19% 95
2026
Q1 		$506K Buy
4,271
+582
+16% +$73.2K 0.17% 118
2025
Q4 		$476K Sell
3,689
-189
-5% -$24.5K 0.15% 121
2025
Q3 		$488K Buy
3,878
+236
+6% +$27.8K 0.48% 53
2025
Q2 		$409K Buy
3,642
+345
+10% +$33.9K 0.15% 112
2025
Q1 		$299K Buy
3,297
+364
+12% +$36.8K 0.12% 135
2024
Q4 		$299K Buy
2,933
+369
+14% +$37.1K 0.12% 134
2024
Q3 		$246K Buy
2,564
+1,152
+82% +$106K 0.1% 146
2024
Q2 		$133K Buy
1,412
+446
+46% +$39.1K 0.06% 191
2024
Q1 		$83.3K Buy
966
+558
+137% +$45.4K 0.04% 242
2023
Q4 		$30.5K Sell
408
-480
-54% -$32.8K 0.01% 450
2023
Q3 		$56.6K Hold
888
– – 0.03% 276
2023
Q2 		$58.1K Hold
888
– – 0.03% 264
2023
Q1 		$50.2K Buy
+888
New +$46.3K 0.03% 265

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

Cape Investment Advisory's IGM Position: Q2 2026 in Review

Cape Investment Advisory increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.49% in Q2 2026, buying an estimated $3.15K and bringing the position to 4,292 shares worth $702K. The position accounts for 0.19% of the portfolio, ranked #95.

Cape Investment Advisory first reported a position in IGM in Q1 2023 and has held it in 14 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Cape Investment Advisory held 4,292 shares of iShares Expanded Tech Sector ETF worth $702K as of Q2 2026.
  • Cape Investment Advisory bought 21 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $3.15K.
  • iShares Expanded Tech Sector ETF made up 0.19% of Cape Investment Advisory's portfolio in Q2 2026, its #95 holding.
  • Cape Investment Advisory first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 14 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.