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 Q3	$1.03M	Buy	6,106 +177	+3%	+$28.4K	0.1%	123
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Gray Foundation Cohoes, New York $430M AUM 29.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Advisors Ltd's IGM Position: Q3 2026 in Review

Capital Advisors Ltd increased its iShares Expanded Tech Sector ETF (IGM) stake by 3% in Q3 2026, buying an estimated $28.4K and bringing the position to 6,106 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #123.

Capital Advisors Ltd first reported a position in IGM in Q2 2025 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Capital Advisors Ltd held 6,106 shares of iShares Expanded Tech Sector ETF worth $1.03M as of Q3 2026.
Capital Advisors Ltd bought 177 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $28.4K.
iShares Expanded Tech Sector ETF made up 0.1% of Capital Advisors Ltd's portfolio in Q3 2026, its #123 holding.
Capital Advisors Ltd first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.