WCWM
Willow Creek Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Buy |
2,862
+2,385
| +500% | +$206K | 0.03% | 136 |
|
|
2023
Q4 | $214K | Buy |
+477
| New | +$214K | 0.03% | 141 |
|
|
2022
Q1 | – | Sell |
-477
| Closed | -$209K | – | 122 |
|
|
2021
Q4 | $209K | Buy |
+477
| New | +$209K | 0.04% | 118 |
|