WLPWM
Walled Lake Planning & Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
3,425
-36
| -1% | -$3.28K | 0.1% | 104 |
|
|
2025
Q1 | $288K | Sell |
3,461
-110
| -3% | -$9.16K | 0.1% | 102 |
|
|
2024
Q4 | $325K | Sell |
3,571
-54
| -1% | -$4.91K | 0.12% | 103 |
|
|
2024
Q3 | $333K | Buy |
3,625
+2
| +0.1% | +$184 | 0.13% | 93 |
|
|
2024
Q2 | $319K | Sell |
3,623
-73
| -2% | -$6.43K | 0.13% | 89 |
|
|
2024
Q1 | $337K | Sell |
3,696
-63
| -2% | -$5.75K | 0.14% | 78 |
|
|
2023
Q4 | $298K | Sell |
3,759
-66
| -2% | -$5.23K | 0.14% | 79 |
|
|
2023
Q3 | $276K | Sell |
3,825
-60
| -2% | -$4.34K | 0.14% | 72 |
|
|
2023
Q2 | $291K | Sell |
3,885
-67
| -2% | -$5.03K | 0.14% | 68 |
|
|
2023
Q1 | $283K | Sell |
3,952
-93
| -2% | -$6.65K | 0.15% | 64 |
|
|
2022
Q4 | $276K | Buy |
4,045
+6
| +0.1% | +$410 | 0.19% | 43 |
|
|
2022
Q3 | $255K | Sell |
4,039
-5
| -0.1% | -$316 | 0.18% | 60 |
|
|
2022
Q2 | $258K | Sell |
4,044
-24
| -0.6% | -$1.53K | 0.18% | 59 |
|
|
2022
Q1 | $314K | Sell |
4,068
-68
| -2% | -$5.25K | 0.19% | 62 |
|
|
2021
Q4 | $353K | Sell |
4,136
-5
| -0.1% | -$427 | 0.2% | 59 |
|
|
2021
Q3 | $328K | Sell |
4,141
-32
| -0.8% | -$2.54K | 0.2% | 53 |
|
|
2021
Q2 | $338K | Sell |
4,173
-218
| -5% | -$17.7K | 0.22% | 53 |
|
|
2021
Q1 | $344K | Sell |
4,391
-64
| -1% | -$5.01K | 0.24% | 50 |
|
|
2020
Q4 | $322K | Buy |
4,455
+3,306
| +288% | +$239K | 0.24% | 52 |
|
|
2020
Q3 | $275K | Sell |
1,149
-106
| -8% | -$25.4K | 0.22% | 50 |
|
|
2020
Q2 | $281K | Sell |
1,255
-49
| -4% | -$11K | 0.24% | 47 |
|
|
2020
Q1 | $233K | Sell |
1,304
-245
| -16% | -$43.8K | 0.21% | 53 |
|
|
2019
Q4 | $369K | Buy |
+1,549
| New | +$369K | 0.27% | 42 |
|