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

CoreCap 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	$29K	Buy	177 +10	+6%	+$1.5K	﹤0.01%	1648
2026 Q1	$19.8K	Buy	167 +48	+40%	+$6.04K	﹤0.01%	1675
2025 Q4	$15.4K	Sell	119 -263	-69%	-$34.1K	﹤0.01%	1793
2025 Q3	$48.1K	Buy	382 +312	+446%	+$36.8K	﹤0.01%	1339
2025 Q2	$7.86K	Hold	70	–	–	﹤0.01%	1962
2025 Q1	$6.35K	Buy	+70	New	+$7.07K	﹤0.01%	2011
2022 Q3	–	Sell	-390	Closed	-$19K	–	1248
2022 Q2	$19K	Buy	+390	New	+$21.4K	﹤0.01%	1255

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

CoreCap Advisors's IGM Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 6% in Q2 2026, buying an estimated $1.5K and bringing the position to 177 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

CoreCap Advisors first reported a position in IGM in Q2 2022 and has held it in 7 quarters since. The position peaked at $48.1K in Q3 2025. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

CoreCap Advisors held 177 shares of iShares Expanded Tech Sector ETF worth $29K as of Q2 2026.
CoreCap Advisors bought 10 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.5K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1648 holding.
CoreCap Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2022 and has held it in 7 quarters since.
CoreCap Advisors's iShares Expanded Tech Sector ETF position peaked at $48.1K in Q3 2025.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.