Walled Lake Planning & Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $612K | Buy |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | $26K | Buy |
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