Walled Lake Planning & Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $505K | Sell |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $404K | Sell |
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|
2019
Q4 | $677K | Buy |
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