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 Q2	$802K	Sell	4,902 -17	-0.3%	-$2.55K	0.22%	100
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 $1.55T 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

Saxon Interests's IGM Position: Q2 2026 in Review

Saxon Interests reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.35% in Q2 2026, selling an estimated $2.55K and leaving 4,902 shares worth $802K. The position accounts for 0.22% of the portfolio, ranked #100.

Saxon Interests first reported a position in IGM in Q1 2022 and has held it in 17 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Saxon Interests held 4,902 shares of iShares Expanded Tech Sector ETF worth $802K as of Q2 2026.
Saxon Interests sold 17 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $2.55K.
iShares Expanded Tech Sector ETF made up 0.22% of Saxon Interests's portfolio in Q2 2026, its #100 holding.
Saxon Interests first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and has held it in 17 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.