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

Capital Investment 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	$92.9K	Buy	568 +346	+156%	+$51.8K	0.01%	825
2026 Q1	$26.3K	Hold	222	–	–	﹤0.01%	962
2025 Q4	$28.7K	Hold	222	–	–	﹤0.01%	920
2025 Q3	$28K	Hold	222	–	–	﹤0.01%	863
2025 Q2	$24.9K	Hold	222	–	–	﹤0.01%	850
2025 Q1	$20.1K	Hold	222	–	–	﹤0.01%	811
2024 Q4	$22.7K	Hold	222	–	–	﹤0.01%	749
2024 Q3	$21.3K	Hold	222	–	–	﹤0.01%	786
2024 Q2	$20.9K	Hold	222	–	–	﹤0.01%	767
2024 Q1	$19.1K	Hold	222	–	–	﹤0.01%	761
2023 Q4	$16.6K	Hold	222	–	–	﹤0.01%	783
2023 Q3	$14.1K	Hold	222	–	–	﹤0.01%	761
2023 Q2	$14.5K	Hold	222	–	–	﹤0.01%	719
2023 Q1	$12.6K	Hold	222	–	–	﹤0.01%	718
2022 Q4	$10.4K	Buy	222 +42	+23%	+$2.01K	﹤0.01%	747
2022 Q3	$8K	Hold	180	–	–	﹤0.01%	707
2022 Q2	$9K	Hold	180	–	–	﹤0.01%	721
2022 Q1	$12K	Hold	180	–	–	﹤0.01%	734
2021 Q4	$13K	Hold	180	–	–	﹤0.01%	709
2021 Q3	$12K	Sell	180 -90	-33%	-$6.26K	﹤0.01%	672
2021 Q2	$18K	Hold	270	–	–	﹤0.01%	669
2021 Q1	$16K	Hold	270	–	–	﹤0.01%	628
2020 Q4	$16K	Hold	270	–	–	﹤0.01%	592
2020 Q3	$14K	Hold	270	–	–	﹤0.01%	527
2020 Q2	$13K	Buy	270 +180	+200%	+$7.57K	﹤0.01%	466
2020 Q1	$3K	Hold	90	–	–	﹤0.01%	520
2019 Q4	$4K	Hold	90	–	–	﹤0.01%	512
2019 Q3	$3K	Hold	90	–	–	﹤0.01%	1212
2019 Q2	$3K	Hold	90	–	–	﹤0.01%	1228
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	1055
2018 Q4	$3K	Buy	+90	New	+$2.78K	﹤0.01%	1005

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 Advisory Services's IGM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Expanded Tech Sector ETF (IGM) stake by 156% in Q2 2026, buying an estimated $51.8K and bringing the position to 568 shares worth $92.9K. The position accounts for 0.01% of the portfolio, ranked #825.

Capital Investment Advisory Services first reported a position in IGM in Q4 2018 and has held it in 31 quarters since. 562 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Capital Investment Advisory Services held 568 shares of iShares Expanded Tech Sector ETF worth $92.9K as of Q2 2026.
Capital Investment Advisory Services bought 346 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $51.8K.
iShares Expanded Tech Sector ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #825 holding.
Capital Investment Advisory Services first reported a position in iShares Expanded Tech Sector ETF in Q4 2018 and has held it in 31 quarters since.
562 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.