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Walled Lake Planning & Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-96,207
Closed -$8.66M – 92
2022
Q4 		$8.66M Buy
+96,207
New +$8.66M 5.9% 3