Savant Capital’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Savant Capital’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	$324K	Buy	1,982 +233	+13%	+$34.9K	﹤0.01%	1452
2026 Q1	$207K	Buy	1,749 +193	+12%	+$24.3K	﹤0.01%	1387
2025 Q4	$201K	Buy	+1,556	New	+$202K	﹤0.01%	1295
2024 Q2	–	Sell	-3,176	Closed	-$274K	–	1305
2024 Q1	$274K	Buy	3,176 +2	+0.1%	+$163	﹤0.01%	928
2023 Q4	$237K	Buy	3,174 +6	+0.2%	+$410	﹤0.01%	769
2023 Q3	$202K	Sell	3,168 -30	-0.9%	-$1.98K	﹤0.01%	759
2023 Q2	$210K	Buy	+3,198	New	+$190K	﹤0.01%	732

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

Savant Capital's IGM Position: Q2 2026 in Review

Savant Capital increased its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q2 2026, buying an estimated $34.9K and bringing the position to 1,982 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Savant Capital first reported a position in IGM in Q2 2023 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Savant Capital held 1,982 shares of iShares Expanded Tech Sector ETF worth $324K as of Q2 2026.
Savant Capital bought 233 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $34.9K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1452 holding.
Savant Capital first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 7 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.