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

Capital Advisors Ltd’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 		$970K Buy
5,929
+315
+6% +$47.2K 0.1% 130
2026
Q1 		$665K Buy
5,614
+1,976
+54% +$249K 0.08% 151
2025
Q4 		$470K Buy
3,638
+2,596
+249% +$336K 0.05% 183
2025
Q3 		$131K Buy
1,042
+717
+221% +$84.6K 0.01% 329
2025
Q2 		$37K Buy
+325
New +$31.9K ﹤0.01% 528

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

Capital Advisors Ltd's IGM Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares Expanded Tech Sector ETF (IGM) stake by 5.6% in Q2 2026, buying an estimated $47.2K and bringing the position to 5,929 shares worth $970K. The position accounts for 0.1% of the portfolio, ranked #130.

Capital Advisors Ltd first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Capital Advisors Ltd held 5,929 shares of iShares Expanded Tech Sector ETF worth $970K as of Q2 2026.
  • Capital Advisors Ltd bought 315 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $47.2K.
  • iShares Expanded Tech Sector ETF made up 0.1% of Capital Advisors Ltd's portfolio in Q2 2026, its #130 holding.
  • Capital Advisors Ltd first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.