IGM β€” ISHARES EXPANDED TECH SECTOR ETF

Ownership history in CoreCap Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported ISHARES EXPANDED TECH SECTOR ETF (IGM) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows IGM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in ISHARES EXPANDED TECH SECTOR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IGM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreCap Advisors, LLC held IGM β€” position size vs. price
% of Fund (quarterly)    IGM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 167 +48 +40.3% 0.00% $20K 2026-04-07 $122.79
2025 Q4 REDUCED 119 -263 -68.8% 0.00% $15K 2026-01-13 $131.86
2025 Q3 ADDED 382 +312 +445.7% 0.00% $48K 2025-10-22 $127.46
2025 Q2 UNCHANGED 70 β€” 0% 0.00% $8K 2025-08-14 $118.46
2025 Q1 ADDED 70 +5 +7.7% 0.00% $6K 2025-05-09 $95.85
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreCap Advisors, LLC and IGM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreCap Advisors, LLC reported owning IGM?

CoreCap Advisors, LLC reported IGM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IGM position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for IGM was 0.00% in 2025 Q3.

What is the latest reported IGM position on this page?

The most recent filing on this page is 2026 Q1, when CoreCap Advisors, LLC reported 167 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this IGM ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly IGM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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