Capital Analysts LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital Analysts LLC’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	$163K	Hold	1,379	–	–	﹤0.01%	679
2025 Q4	$178K	Buy	1,379 +1	+0.1%	+$130	﹤0.01%	636
2025 Q3	$174K	Buy	1,378 +101	+8%	+$11.9K	0.01%	616
2025 Q2	$143K	Hold	1,277	–	–	﹤0.01%	597
2025 Q1	$116K	Buy	1,277 +323	+34%	+$32.6K	﹤0.01%	610
2024 Q4	$97K	Hold	954	–	–	﹤0.01%	617
2024 Q3	$92K	Sell	954 -42	-4%	-$3.88K	﹤0.01%	596
2024 Q2	$94K	Hold	996	–	–	﹤0.01%	587
2024 Q1	$86K	Hold	996	–	–	﹤0.01%	574
2023 Q4	$74K	Hold	996	–	–	﹤0.01%	579
2023 Q3	$63K	Hold	996	–	–	﹤0.01%	562
2023 Q2	$65K	Buy	996 +42	+4%	+$2.5K	﹤0.01%	535
2023 Q1	$54K	Hold	954	–	–	﹤0.01%	583
2022 Q4	$45K	Buy	954 +522	+121%	+$25K	﹤0.01%	639
2022 Q3	$20K	Hold	432	–	–	﹤0.01%	716
2022 Q2	$21K	Hold	432	–	–	﹤0.01%	704
2022 Q1	$28K	Hold	432	–	–	﹤0.01%	630
2021 Q4	$32K	Hold	432	–	–	﹤0.01%	636
2021 Q3	$29K	Hold	432	–	–	﹤0.01%	648
2021 Q2	$29K	Hold	432	–	–	﹤0.01%	620
2021 Q1	$26K	Hold	432	–	–	﹤0.01%	676
2020 Q4	$25K	Hold	432	–	–	﹤0.01%	486
2020 Q3	$22K	Hold	432	–	–	﹤0.01%	493
2020 Q2	$20K	Hold	432	–	–	﹤0.01%	471
2020 Q1	$15K	Hold	432	–	–	﹤0.01%	481
2019 Q4	$17K	Hold	432	–	–	﹤0.01%	503
2019 Q3	$15K	Hold	432	–	–	﹤0.01%	501
2019 Q2	$16K	Hold	432	–	–	﹤0.01%	481
2019 Q1	$14K	Buy	+432	New	+$13.9K	﹤0.01%	476

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

Capital Analysts LLC's IGM Position: Q1 2026 in Review

Capital Analysts LLC held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2026 at 1,379 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Capital Analysts LLC first reported a position in IGM in Q1 2019 and has held it in 29 quarters since. The position peaked at $178K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Capital Analysts LLC held 1,379 shares of iShares Expanded Tech Sector ETF worth $163K as of Q1 2026.
Capital Analysts LLC left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #679 holding.
Capital Analysts LLC first reported a position in iShares Expanded Tech Sector ETF in Q1 2019 and has held it in 29 quarters since.
Capital Analysts LLC's iShares Expanded Tech Sector ETF position peaked at $178K in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.