CoreCap Advisors
IGM icon

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
Q3 		$33.6K Buy
199
+22
+12% +$3.53K ﹤0.01% 1579
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

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

CoreCap Advisors's IGM Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Expanded Tech Sector ETF (IGM) stake by 12% in Q3 2026, buying an estimated $3.53K and bringing the position to 199 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

CoreCap Advisors first reported a position in IGM in Q2 2022 and has held it in 8 quarters since. The position peaked at $48.1K in Q3 2025. 143 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • CoreCap Advisors held 199 shares of iShares Expanded Tech Sector ETF worth $33.6K as of Q3 2026.
  • CoreCap Advisors bought 22 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $3.53K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1579 holding.
  • CoreCap Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2022 and has held it in 8 quarters since.
  • CoreCap Advisors's iShares Expanded Tech Sector ETF position peaked at $48.1K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.