U.S. Capital Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-2,820	Closed	-$364K	–	1046
2025 Q4	$364K	Buy	+2,820	New	+$365K	0.01%	745
2024 Q4	–	Sell	-2,379	Closed	-$228K	–	821
2024 Q3	$228K	Sell	2,379 -22,281	-90%	-$2.06M	0.01%	649
2024 Q2	$2.33M	Buy	24,660 +1,026	+4%	+$89.8K	0.09%	214
2024 Q1	$2.04M	Buy	23,634 +126	+0.5%	+$10.3K	0.08%	225
2023 Q4	$1.76M	Buy	+23,508	New	+$1.61M	0.07%	257
2023 Q1	–	Sell	-1,584	Closed	-$73.9K	–	1052
2022 Q4	$73.9K	Buy	+1,584	New	+$75.9K	﹤0.01%	789

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's IGM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2026, closing a stake of 2,820 shares — an estimated $364K sold.

U.S. Capital Wealth Advisors first reported a position in IGM in Q4 2022 and held it in 6 quarters. The position peaked at $2.33M in Q2 2024. 510 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,820 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $364K.
U.S. Capital Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and held it in 6 quarters.
U.S. Capital Wealth Advisors's iShares Expanded Tech Sector ETF position peaked at $2.33M in Q2 2024.
510 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.