Walled Lake Planning & Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Walled Lake Planning & Wealth 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
2025 Q2	–	Sell	-3,646	Closed	-$331K	–	143
2025 Q1	$331K	Sell	3,646 -3,375	-48%	-$341K	0.12%	94
2024 Q4	$717K	Buy	7,021 +276	+4%	+$27.7K	0.27%	56
2024 Q3	$647K	Buy	6,745 +251	+4%	+$23.2K	0.24%	55
2024 Q2	$612K	Buy	6,494 +570	+10%	+$49.9K	0.25%	52
2024 Q1	$511K	Buy	5,924 +884	+18%	+$72K	0.21%	55
2023 Q4	$376K	Sell	5,040 -36	-0.7%	-$2.46K	0.18%	65
2023 Q3	$323K	Buy	5,076 +102	+2%	+$6.73K	0.16%	63
2023 Q2	$326K	Buy	4,974 +702	+16%	+$41.7K	0.16%	62
2023 Q1	$242K	Buy	+4,272	New	+$223K	0.13%	73
2022 Q1	–	Sell	-3,750	Closed	-$274K	–	94
2021 Q4	$274K	Buy	3,750 +3,366	+877%	+$242K	0.16%	72
2021 Q3	$26K	Buy	+384	New	+$26.7K	0.02%	202

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IGM Position: Q2 2025 in Review

Walled Lake Planning & Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2025, closing a stake of 3,646 shares — an estimated $331K sold.

Walled Lake Planning & Wealth Management first reported a position in IGM in Q3 2021 and held it in 11 quarters. The position peaked at $717K in Q4 2024. 456 funds tracked by Wall St. Rank hold IGM as of Q2 2025.

Walled Lake Planning & Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 3,646 iShares Expanded Tech Sector ETF shares in Q2 2025, an estimated $331K.
Walled Lake Planning & Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2021 and held it in 11 quarters.
Walled Lake Planning & Wealth Management's iShares Expanded Tech Sector ETF position peaked at $717K in Q4 2024.
456 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.