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Walled Lake Planning & Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28
Closed -$5K – 343
2020
Q4 		$5K Sell
28
-28
-50% -$4.9K ﹤0.01% 250
2020
Q3 		$8K Buy
56
+1
+2% +$150 0.01% 229
2020
Q2 		$8K Hold
55
– – 0.01% 216
2020
Q1 		$6K Buy
+55
New +$8.2K 0.01% 219

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IWM Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 28 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in IWM in Q1 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 1,822 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 28 iShares Russell 2000 ETF shares in Q1 2021, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's iShares Russell 2000 ETF position peaked at $8K in Q3 2020.
  • 1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.