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

Capital Investment Advisors’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	$1.01M	Hold	6,162	–	–	0.01%	364
2026 Q1	$730K	Hold	6,162	–	–	0.01%	404
2025 Q4	$796K	Sell	6,162 -342	-5%	-$44.3K	0.01%	381
2025 Q3	$819K	Sell	6,504 -3,078	-32%	-$363K	0.01%	370
2025 Q2	$1.08M	Buy	9,582 +2,820	+42%	+$277K	0.02%	322
2025 Q1	$613K	Buy	+6,762	New	+$683K	0.01%	406

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 22.9% 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 Investment Advisors's IGM Position: Q2 2026 in Review

Capital Investment Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 6,162 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #364.

Capital Investment Advisors first reported a position in IGM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2025. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Capital Investment Advisors held 6,162 shares of iShares Expanded Tech Sector ETF worth $1.01M as of Q2 2026.
Capital Investment Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #364 holding.
Capital Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2025 and has held it in 6 quarters since.
Capital Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $1.08M in Q2 2025.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.