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

Walled Lake Planning & Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Sell
9,489
-5
-0.1% -$1.17K 0.58% 37
2026
Q1 		$2.03M Sell
9,494
-435
-4% -$95.3K 0.6% 36
2025
Q4 		$2.09M Sell
9,929
-86
-0.9% -$17.8K 0.66% 34
2025
Q3 		$2.04M Sell
10,015
-43
-0.4% -$8.55K 0.67% 34
2025
Q2 		$1.95M Sell
10,058
-164
-2% -$30.4K 0.64% 39
2025
Q1 		$1.92M Sell
10,222
-117
-1% -$22.3K 0.68% 39
2024
Q4 		$1.91M Sell
10,339
-6
-0.1% -$1.15K 0.71% 36
2024
Q3 		$1.96M Sell
10,345
-137
-1% -$25K 0.74% 34
2024
Q2 		$1.83M Buy
10,482
+475
+5% +$83.1K 0.75% 34
2024
Q1 		$1.79M Buy
10,007
+188
+2% +$31.8K 0.74% 32
2023
Q4 		$1.62M Buy
9,819
+170
+2% +$26.3K 0.75% 31
2023
Q3 		$1.46M Buy
9,649
+186
+2% +$29.5K 0.73% 33
2023
Q2 		$1.49M Buy
9,463
+202
+2% +$30.9K 0.73% 33
2023
Q1 		$1.41M Sell
9,261
-841
-8% -$130K 0.74% 33
2022
Q4 		$1.53M Buy
10,102
+7,098
+236% +$1.06M 1.04% 27
2022
Q3 		$409K Sell
3,004
-33
-1% -$4.96K 0.29% 43
2022
Q2 		$440K Sell
3,037
-91
-3% -$14.2K 0.3% 41
2022
Q1 		$519K Sell
3,128
-3
-0.1% -$493 0.31% 43
2021
Q4 		$526K Sell
3,131
-13
-0.4% -$2.13K 0.31% 46
2021
Q3 		$492K Sell
3,144
-42
-1% -$6.73K 0.3% 46
2021
Q2 		$505K Sell
3,186
-33
-1% -$5.22K 0.33% 43
2021
Q1 		$488K Buy
3,219
+84
+3% +$12.2K 0.34% 42
2020
Q4 		$429K Sell
3,135
-102
-3% -$13.1K 0.33% 44
2020
Q3 		$382K Sell
3,237
-519
-14% -$61.6K 0.31% 42
2020
Q2 		$423K Sell
3,756
-314
-8% -$34.5K 0.35% 35
2020
Q1 		$404K Sell
4,070
-893
-18% -$111K 0.37% 36
2019
Q4 		$677K Buy
+4,963
New +$654K 0.49% 33

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IWD Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.05% in Q2 2026, selling an estimated $1.17K and leaving 9,489 shares worth $2.3M. The position accounts for 0.58% of the portfolio, ranked #37.

Walled Lake Planning & Wealth Management first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 9,489 shares of iShares Russell 1000 Value ETF worth $2.3M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 5 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.17K.
  • iShares Russell 1000 Value ETF made up 0.58% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.