Capital Wealth Alliance’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Capital Wealth Alliance’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	$746K	Sell	4,559 -54	-1%	-$8.09K	0.35%	47
2026 Q1	$547K	Sell	4,613 -26	-0.6%	-$3.27K	0.25%	48
2025 Q4	$593K	Sell	4,639 -57	-1%	-$7.38K	0.25%	46
2025 Q3	$591K	Sell	4,696 -185	-4%	-$21.8K	0.29%	42
2025 Q2	$548K	Sell	4,881 -158	-3%	-$15.5K	0.29%	47
2025 Q1	$457K	Sell	5,039 -6,007	-54%	-$607K	0.27%	47
2024 Q4	$1.13M	Buy	11,046 +1,582	+17%	+$159K	0.64%	37
2024 Q3	$908K	Sell	9,464 -1,858	-16%	-$172K	0.53%	37
2024 Q2	$1.07M	Sell	11,322 -4,063	-26%	-$356K	0.61%	40
2024 Q1	$1.33M	Buy	15,385 +3,157	+26%	+$257K	0.78%	37
2023 Q4	$913K	Buy	12,228 +4,476	+58%	+$306K	0.63%	42
2023 Q3	$494K	Buy	7,752 +4,470	+136%	+$295K	0.37%	64
2023 Q2	$215K	Buy	+3,282	New	+$195K	0.16%	96

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 Wealth Alliance's IGM Position: Q2 2026 in Review

Capital Wealth Alliance reduced its iShares Expanded Tech Sector ETF (IGM) stake by 1.2% in Q2 2026, selling an estimated $8.09K and leaving 4,559 shares worth $746K. The position accounts for 0.35% of the portfolio, ranked #47.

Capital Wealth Alliance first reported a position in IGM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q1 2024. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Capital Wealth Alliance held 4,559 shares of iShares Expanded Tech Sector ETF worth $746K as of Q2 2026.
Capital Wealth Alliance sold 54 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $8.09K.
iShares Expanded Tech Sector ETF made up 0.35% of Capital Wealth Alliance's portfolio in Q2 2026, its #47 holding.
Capital Wealth Alliance first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 13 quarters since.
Capital Wealth Alliance's iShares Expanded Tech Sector ETF position peaked at $1.33M in Q1 2024.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.