Walled Lake Planning & Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-108	Closed	-$26K	–	208
2021 Q3	$26K	Hold	108	–	–	0.02%	203
2021 Q2	$26K	Buy	108 +1	+0.9%	+$236	0.02%	192
2021 Q1	$24K	Hold	107	–	–	0.02%	182
2020 Q4	$23K	Hold	107	–	–	0.02%	166
2020 Q3	$20K	Sell	107 -52	-33%	-$9.6K	0.02%	171
2020 Q2	$27K	Sell	159 -24	-13%	-$3.88K	0.02%	138
2020 Q1	$26K	Buy	183 +1	+0.5%	+$169	0.02%	133
2019 Q4	$32K	Buy	+182	New	+$31.1K	0.02%	134

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IWB Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2021, closing a stake of 108 shares — an estimated $26K sold.

Walled Lake Planning & Wealth Management first reported a position in IWB in Q4 2019 and held it in 8 quarters. The position peaked at $32K in Q4 2019. 1,058 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 108 iShares Russell 1000 ETF shares in Q4 2021, an estimated $26K.
Walled Lake Planning & Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's iShares Russell 1000 ETF position peaked at $32K in Q4 2019.
1,058 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.