Walled Lake Planning & Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
614
-10,644
| -95% | -$4.52M | 0.09% | 114 |
|
|
2025
Q1 | $4.07M | Sell |
11,258
-12,884
| -53% | -$4.65M | 1.44% | 22 |
|
|
2024
Q4 | $9.69M | Sell |
24,142
-383
| -2% | -$154K | 3.61% | 7 |
|
|
2024
Q3 | $9.21M | Sell |
24,525
-313
| -1% | -$117K | 3.46% | 7 |
|
|
2024
Q2 | $9.05M | Sell |
24,838
-180
| -0.7% | -$65.6K | 3.7% | 7 |
|
|
2024
Q1 | $8.43M | Sell |
25,018
-11
| -0% | -$3.71K | 3.46% | 7 |
|
|
2023
Q4 | $7.59M | Sell |
25,029
-53
| -0.2% | -$16.1K | 3.53% | 6 |
|
|
2023
Q3 | $6.67M | Sell |
25,082
-308
| -1% | -$81.9K | 3.34% | 8 |
|
|
2023
Q2 | $6.99M | Sell |
25,390
-99
| -0.4% | -$27.2K | 3.4% | 7 |
|
|
2023
Q1 | $6.23M | Sell |
25,489
-1,646
| -6% | -$402K | 3.26% | 9 |
|
|
2022
Q4 | $5.81M | Sell |
27,135
-519
| -2% | -$111K | 3.96% | 9 |
|
|
2022
Q3 | $5.82M | Sell |
27,654
-176
| -0.6% | -$37K | 4.07% | 4 |
|
|
2022
Q2 | $6.09M | Sell |
27,830
-195
| -0.7% | -$42.7K | 4.19% | 4 |
|
|
2022
Q1 | $7.78M | Sell |
28,025
-320
| -1% | -$88.8K | 4.63% | 4 |
|
|
2021
Q4 | $8.66M | Sell |
28,345
-1,305
| -4% | -$399K | 5.02% | 1 |
|
|
2021
Q3 | $8.13M | Sell |
29,650
-311
| -1% | -$85.2K | 5.01% | 1 |
|
|
2021
Q2 | $8.13M | Sell |
29,961
-232
| -0.8% | -$63K | 5.29% | 1 |
|
|
2021
Q1 | $7.34M | Sell |
30,193
-433
| -1% | -$105K | 5.09% | 1 |
|
|
2020
Q4 | $7.39M | Sell |
30,626
-602
| -2% | -$145K | 5.61% | 1 |
|
|
2020
Q3 | $6.77M | Sell |
31,228
-488
| -2% | -$106K | 5.49% | 1 |
|
|
2020
Q2 | $6.09M | Sell |
31,716
-178
| -0.6% | -$34.2K | 5.1% | 1 |
|
|
2020
Q1 | $4.81M | Sell |
31,894
-1,824
| -5% | -$275K | 4.39% | 4 |
|
|
2019
Q4 | $5.93M | Buy |
+33,718
| New | +$5.93M | 4.28% | 2 |
|