Walled Lake Planning & Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $4.07M | Sell |
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|
2024
Q4 | $9.69M | Sell |
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|
2024
Q3 | $9.21M | Sell |
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|
2024
Q2 | $9.05M | Sell |
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|
2024
Q1 | $8.43M | Sell |
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|
2023
Q4 | $7.59M | Sell |
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|
2023
Q3 | $6.67M | Sell |
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|
2023
Q2 | $6.99M | Sell |
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|
2023
Q1 | $6.23M | Sell |
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|
2022
Q4 | $5.81M | Sell |
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|
2022
Q3 | $5.82M | Sell |
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|
2022
Q2 | $6.09M | Sell |
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|
2022
Q1 | $7.78M | Sell |
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|
2021
Q4 | $8.66M | Sell |
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|
2021
Q3 | $8.13M | Sell |
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|
2021
Q2 | $8.13M | Sell |
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|
2021
Q1 | $7.34M | Sell |
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|
2020
Q4 | $7.38M | Sell |
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|
2020
Q3 | $6.77M | Sell |
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|
2020
Q2 | $6.09M | Sell |
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|
2020
Q1 | $4.8M | Sell |
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|
2019
Q4 | $5.93M | Buy |
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