WCWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return