Willow Creek Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Willow Creek 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 Q3	$360K	Hold	2,862	–	–	0.03%	125
2025 Q2	$322K	Hold	2,862	–	–	0.03%	131
2025 Q1	$259K	Hold	2,862	–	–	0.03%	136
2024 Q4	$292K	Hold	2,862	–	–	0.03%	127
2024 Q3	$275K	Hold	2,862	–	–	0.03%	136
2024 Q2	$270K	Hold	2,862	–	–	0.03%	130
2024 Q1	$247K	Hold	2,862	–	–	0.03%	136
2023 Q4	$214K	Buy	+2,862	New	+$196K	0.03%	141
2022 Q1	–	Sell	-2,862	Closed	-$209K	–	122
2021 Q4	$209K	Buy	+2,862	New	+$206K	0.04%	118

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Willow Creek Wealth Management's IGM Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q3 2025 at 2,862 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #125.

Willow Creek Wealth Management first reported a position in IGM in Q4 2021 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold IGM as of Q3 2025.

Willow Creek Wealth Management held 2,862 shares of iShares Expanded Tech Sector ETF worth $360K as of Q3 2025.
Willow Creek Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q3 2025.
iShares Expanded Tech Sector ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #125 holding.
Willow Creek Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 9 quarters since.
498 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.