Capital Market Strategies’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital Market Strategies’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
2025 Q2	$463K	Hold	4,125	–	–	0.32%	58
2025 Q1	$374K	Sell	4,125 -200	-5%	-$20.2K	0.25%	81
2024 Q4	$442K	Hold	4,325	–	–	0.25%	85
2024 Q3	$415K	Sell	4,325 -205	-5%	-$18.9K	0.25%	79
2024 Q2	$427K	Hold	4,530	–	–	0.27%	78
2024 Q1	$390K	Hold	4,530	–	–	0.3%	78
2023 Q4	$338K	Hold	4,530	–	–	0.3%	82
2023 Q3	$286K	Hold	4,530	–	–	0.29%	90
2023 Q2	$297K	Buy	+4,530	New	+$269K	0.27%	95
2023 Q1	–	Sell	-4,530	Closed	-$211K	–	82
2022 Q4	$211K	Hold	4,530	–	–	0.23%	127
2022 Q3	$209K	Hold	4,530	–	–	0.24%	116
2022 Q2	$222K	Hold	4,530	–	–	0.23%	124
2022 Q1	$293K	Hold	4,530	–	–	0.25%	106
2021 Q4	$331K	Buy	+4,530	New	+$326K	0.27%	95

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Market Strategies's IGM Position: Q2 2025 in Review

Capital Market Strategies held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2025 at 4,125 shares worth $463K. The position accounts for 0.32% of the portfolio, ranked #58.

Capital Market Strategies first reported a position in IGM in Q4 2021 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

Capital Market Strategies held 4,125 shares of iShares Expanded Tech Sector ETF worth $463K as of Q2 2025.
Capital Market Strategies left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2025.
iShares Expanded Tech Sector ETF made up 0.32% of Capital Market Strategies's portfolio in Q2 2025, its #58 holding.
Capital Market Strategies first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 14 quarters since.
458 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.