Capital Asset Advisory Services’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital Asset Advisory Services’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	$219K	Buy	+1,338	New	+$200K	0.01%	340
2022 Q4	–	Sell	-366	Closed	-$17K	–	420
2022 Q3	$17K	Sell	366 -444	-55%	-$23.4K	﹤0.01%	365
2022 Q2	$40K	Buy	810 +6	+0.7%	+$329	﹤0.01%	436
2022 Q1	$52K	Buy	+804	New	+$51.8K	0.01%	432

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

Capital Asset Advisory Services's IGM Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,338 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in IGM as recently as Q3 2022.

Capital Asset Advisory Services first reported a position in IGM in Q1 2022 and has held it in 4 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Capital Asset Advisory Services held 1,338 shares of iShares Expanded Tech Sector ETF worth $219K as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Capital Asset Advisory Services position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #340 holding.
Capital Asset Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 4 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.