Sawgrass Asset Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Sawgrass Asset Management’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	$552K	Hold	4,662	–	–	0.08%	119
2025 Q4	$602K	Hold	4,662	–	–	0.08%	118
2025 Q3	$587K	Hold	4,662	–	–	0.07%	119
2025 Q2	$524K	Hold	4,662	–	–	0.06%	123
2025 Q1	$423K	Hold	4,662	–	–	0.05%	133
2024 Q4	$476K	Sell	4,662 -192	-4%	-$19.3K	0.05%	122
2024 Q3	$466K	Sell	4,854 -216	-4%	-$20K	0.05%	132
2024 Q2	$478K	Hold	5,070	–	–	0.05%	128
2024 Q1	$437K	Hold	5,070	–	–	0.05%	138
2023 Q4	$379K	Hold	5,070	–	–	0.04%	150
2023 Q3	$323K	Sell	5,070 -768	-13%	-$50.6K	0.04%	160
2023 Q2	$382K	Hold	5,838	–	–	0.05%	134
2023 Q1	$330K	Hold	5,838	–	–	0.04%	137
2022 Q4	$272K	Sell	5,838 -132	-2%	-$6.33K	0.04%	148
2022 Q3	$275K	Hold	5,970	–	–	0.04%	135
2022 Q2	$293K	Hold	5,970	–	–	0.04%	138
2022 Q1	$387K	Buy	+5,970	New	+$384K	0.04%	137
2021 Q4	–	Sell	-6,090	Closed	-$410K	–	239
2021 Q3	$410K	Sell	6,090 -150	-2%	-$10.4K	0.04%	117
2021 Q2	$420K	Hold	6,240	–	–	0.04%	122
2021 Q1	$375K	Hold	6,240	–	–	0.03%	124
2020 Q4	$364K	Hold	6,240	–	–	0.03%	123
2020 Q3	$321K	Hold	6,240	–	–	0.03%	128
2020 Q2	$290K	Hold	6,240	–	–	0.02%	136
2020 Q1	$220K	Sell	6,240 -450	-7%	-$18K	0.02%	127
2019 Q4	$270K	Buy	6,690 +390	+6%	+$14.9K	0.02%	139
2019 Q3	$228K	Hold	6,300	–	–	0.02%	141
2019 Q2	$226K	Hold	6,300	–	–	0.01%	163
2019 Q1	$217K	Buy	+6,300	New	+$202K	0.01%	202
2018 Q4	–	Sell	-6,300	Closed	-$220K	–	220
2018 Q3	$220K	Hold	6,300	–	–	0.01%	207
2018 Q2	$203K	Buy	+6,300	New	+$199K	0.01%	214

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sawgrass Asset Management's IGM Position: Q1 2026 in Review

Sawgrass Asset Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2026 at 4,662 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #119.

Sawgrass Asset Management first reported a position in IGM in Q2 2018 and has held it in 30 quarters since. The position peaked at $602K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Sawgrass Asset Management held 4,662 shares of iShares Expanded Tech Sector ETF worth $552K as of Q1 2026.
Sawgrass Asset Management left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech Sector ETF made up 0.08% of Sawgrass Asset Management's portfolio in Q1 2026, its #119 holding.
Sawgrass Asset Management first reported a position in iShares Expanded Tech Sector ETF in Q2 2018 and has held it in 30 quarters since.
Sawgrass Asset Management's iShares Expanded Tech Sector ETF position peaked at $602K in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.