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 Q3	–	Sell	-4,902	Closed	-$802K	–	221
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

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

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Seven Bridges Advisors New York $221M AUM

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Saxon Interests's IGM Position: Q3 2026 in Review

Saxon Interests sold out of iShares Expanded Tech Sector ETF (IGM) in Q3 2026, closing a stake of 4,902 shares — an estimated $802K sold.

Saxon Interests first reported a position in IGM in Q1 2022 and held it in 17 quarters. The position peaked at $802K in Q2 2026. 196 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

Saxon Interests reported no remaining iShares Expanded Tech Sector ETF position as of Q3 2026 after selling out during the quarter.
Saxon Interests sold 4,902 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $802K.
Saxon Interests first reported a position in iShares Expanded Tech Sector ETF in Q1 2022 and held it in 17 quarters.
Saxon Interests's iShares Expanded Tech Sector ETF position peaked at $802K in Q2 2026.
196 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.