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

Walled Lake Planning & Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Buy
2,410
+2
+0.1% +$241 0.08% 112
2026
Q1 		$257K Sell
2,408
-4
-0.2% -$454 0.08% 114
2025
Q4 		$286K Hold
2,412
– – 0.09% 110
2025
Q3 		$283K Sell
2,412
-44
-2% -$4.9K 0.09% 112
2025
Q2 		$261K Sell
2,456
-42,576
-95% -$4.07M 0.09% 114
2025
Q1 		$4.07M Sell
45,032
-51,536
-53% -$5.08M 1.44% 22
2024
Q4 		$9.69M Sell
96,568
-1,532
-2% -$151K 3.61% 7
2024
Q3 		$9.21M Sell
98,100
-1,252
-1% -$114K 3.46% 7
2024
Q2 		$9.05M Sell
99,352
-720
-0.7% -$61.5K 3.7% 7
2024
Q1 		$8.43M Sell
100,072
-44
-0% -$3.54K 3.46% 7
2023
Q4 		$7.59M Sell
100,116
-212
-0.2% -$15K 3.53% 6
2023
Q3 		$6.67M Sell
100,328
-1,232
-1% -$85.1K 3.34% 8
2023
Q2 		$6.99M Sell
101,560
-396
-0.4% -$25.2K 3.4% 7
2023
Q1 		$6.23M Sell
101,956
-6,584
-6% -$379K 3.26% 9
2022
Q4 		$5.81M Sell
108,540
-2,076
-2% -$114K 3.96% 9
2022
Q3 		$5.82M Sell
110,616
-704
-0.6% -$41.4K 4.07% 4
2022
Q2 		$6.09M Sell
111,320
-780
-0.7% -$46.8K 4.19% 4
2022
Q1 		$7.78M Sell
112,100
-1,280
-1% -$87.4K 4.63% 4
2021
Q4 		$8.66M Sell
113,380
-5,220
-4% -$387K 5.02% 1
2021
Q3 		$8.13M Sell
118,600
-1,244
-1% -$88K 5.01% 1
2021
Q2 		$8.13M Sell
119,844
-928
-0.8% -$59.8K 5.29% 1
2021
Q1 		$7.34M Sell
120,772
-1,732
-1% -$105K 5.09% 1
2020
Q4 		$7.38M Sell
122,504
-2,408
-2% -$137K 5.61% 1
2020
Q3 		$6.77M Sell
124,912
-1,952
-2% -$103K 5.49% 1
2020
Q2 		$6.09M Sell
126,864
-712
-0.6% -$31.4K 5.1% 1
2020
Q1 		$4.8M Sell
127,576
-7,296
-5% -$314K 4.39% 4
2019
Q4 		$5.93M Buy
+134,872
New +$5.63M 4.28% 2

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q2 2026, buying an estimated $241 and bringing the position to 2,410 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #112.

Walled Lake Planning & Wealth Management first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.69M in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,410 shares of iShares Russell 1000 Growth ETF worth $299K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
  • iShares Russell 1000 Growth ETF made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's iShares Russell 1000 Growth ETF position peaked at $9.69M in Q4 2024.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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