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 Q3	$348K	Buy	2,058 +76	+4%	+$12.2K	﹤0.01%	1817
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital's IGM Position: Q3 2026 in Review

Savant Capital increased its iShares Expanded Tech Sector ETF (IGM) stake by 3.8% in Q3 2026, buying an estimated $12.2K and bringing the position to 2,058 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Savant Capital first reported a position in IGM in Q2 2023 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Savant Capital held 2,058 shares of iShares Expanded Tech Sector ETF worth $348K as of Q3 2026.
Savant Capital bought 76 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $12.2K.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1817 holding.
Savant Capital first reported a position in iShares Expanded Tech Sector ETF in Q2 2023 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.