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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-96,207
Closed -$8.66M – 92
2022
Q4 		$8.66M Buy
+96,207
New +$8.73M 5.9% 3

Other funds holding IWL

GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IWL Position: Q1 2023 in Review

Walled Lake Planning & Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2023, closing a stake of 96,207 shares — an estimated $8.66M sold.

Walled Lake Planning & Wealth Management first reported a position in IWL in Q4 2022 and held it in 1 quarter. The position peaked at $8.66M in Q4 2022. 124 funds tracked by Wall St. Rank hold IWL as of Q1 2023.

  • Walled Lake Planning & Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2023 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 96,207 iShares Russell Top 200 ETF shares in Q1 2023, an estimated $8.66M.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2022 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares Russell Top 200 ETF position peaked at $8.66M in Q4 2022.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2023.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.