CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

CAPTRUST Financial 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 		$4.19M Sell
25,593
-100
-0.4% -$15K 0.01% 899
2026
Q1 		$3.04M Buy
25,693
+1,302
+5% +$164K 0.01% 989
2025
Q4 		$3.15M Buy
24,391
+694
+3% +$89.9K 0.01% 867
2025
Q3 		$2.98M Buy
23,697
+78
+0.3% +$9.2K 0.01% 836
2025
Q2 		$2.65M Sell
23,619
-26
-0.1% -$2.55K 0.01% 856
2025
Q1 		$2.14M Buy
23,645
+564
+2% +$57K 0.01% 882
2024
Q4 		$2.36M Buy
23,081
+155
+0.7% +$15.6K 0.01% 820
2024
Q3 		$2.2M Hold
22,926
– – 0.01% 821
2024
Q2 		$2.16M Sell
22,926
-36
-0.2% -$3.15K 0.01% 786
2024
Q1 		$1.98M Buy
22,962
+1,308
+6% +$107K 0.01% 804
2023
Q4 		$1.62M Hold
21,654
– – 0.01% 1001
2023
Q3 		$1.38M Sell
21,654
-378
-2% -$24.9K 0.01% 1019
2023
Q2 		$1.44M Sell
22,032
-156
-0.7% -$9.28K 0.01% 979
2023
Q1 		$1.25M Sell
22,188
-12,726
-36% -$664K 0.01% 923
2022
Q4 		$1.63M Buy
+34,914
New +$1.67M 0.01% 781
2022
Q3 		– Sell
-258
Closed -$13K – 3005
2022
Q2 		$13K Sell
258
-240
-48% -$13.2K ﹤0.01% 3607
2022
Q1 		$32K Buy
498
+288
+137% +$18.5K ﹤0.01% 3099
2021
Q4 		$15K Hold
210
– – ﹤0.01% 3479
2021
Q3 		$14K Hold
210
– – ﹤0.01% 3397
2021
Q2 		$14K Buy
+210
New +$13.4K ﹤0.01% 3345
2019
Q4 		– Sell
-1,566
Closed -$57K – 1378
2019
Q3 		$57K Hold
1,566
– – ﹤0.01% 949
2019
Q2 		$56K Buy
+1,566
New +$55.4K ﹤0.01% 935

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors's IGM Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.39% in Q2 2026, selling an estimated $15K and leaving 25,593 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #899.

CAPTRUST Financial Advisors first reported a position in IGM in Q2 2019 and has held it in 22 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • CAPTRUST Financial Advisors held 25,593 shares of iShares Expanded Tech Sector ETF worth $4.19M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 100 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $15K.
  • iShares Expanded Tech Sector ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #899 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and has held it in 22 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.