CPCM
IGM icon

Cardinal Point Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Cardinal Point Capital Management’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 		$205K Buy
+1,251
New +$187K 0.01% 289

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
IIA
Integrity Investment Advisors Fort Collins, Colorado $230M AUM 23.39% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cardinal Point Capital Management's IGM Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 1,251 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings.

115 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Cardinal Point Capital Management held 1,251 shares of iShares Expanded Tech Sector ETF worth $205K as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new Cardinal Point Capital Management position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #289 holding.
  • 115 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.