Saxon Interests’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Saxon Interests’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	$583K	Sell	4,919 -32	-0.6%	-$4.03K	0.2%	129
2025 Q4	$639K	Sell	4,951 -22	-0.4%	-$2.85K	0.22%	98
2025 Q3	$583K	Sell	4,973 -15	-0.3%	-$1.77K	0.23%	89
2025 Q2	$452K	Hold	4,988	–	–	0.21%	108
2025 Q1	$452K	Sell	4,988 -18	-0.4%	-$1.82K	0.21%	108
2024 Q4	$511K	Sell	5,006 -9	-0.2%	-$905	0.23%	101
2024 Q3	$481K	Sell	5,015 -306	-6%	-$28.3K	0.22%	100
2024 Q2	$502K	Sell	5,321 -61	-1%	-$5.34K	0.24%	97
2024 Q1	$464K	Sell	5,382 -30	-0.6%	-$2.44K	0.22%	102
2023 Q4	$404K	Buy	+5,412	New	+$370K	0.2%	115
2023 Q3	–	Sell	-5,454	Closed	-$357K	–	111
2023 Q2	$357K	Hold	5,454	–	–	0.19%	115
2023 Q1	$308K	Sell	5,454 -6	-0.1%	-$313	0.17%	134
2022 Q4	$261K	Sell	5,460 -12	-0.2%	-$575	0.15%	132
2022 Q3	$269K	Sell	5,472 -1,596	-23%	-$84.1K	0.16%	120
2022 Q2	$347K	Sell	7,068 -96	-1%	-$5.26K	0.21%	102
2022 Q1	$464K	Buy	+7,164	New	+$461K	0.25%	84

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

Saxon Interests's IGM Position: Q1 2026 in Review

Saxon Interests reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.65% in Q1 2026, selling an estimated $4.03K and leaving 4,919 shares worth $583K. The position accounts for 0.2% of the portfolio, ranked #129.

Saxon Interests first reported a position in IGM in Q1 2022 and has held it in 16 quarters since. The position peaked at $639K in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Saxon Interests held 4,919 shares of iShares Expanded Tech Sector ETF worth $583K as of Q1 2026.
Saxon Interests sold 32 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $4.03K.
iShares Expanded Tech Sector ETF made up 0.2% of Saxon Interests's portfolio in Q1 2026, its #129 holding.
Saxon Interests first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 16 quarters since.
Saxon Interests's iShares Expanded Tech Sector ETF position peaked at $639K in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.