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

Walled Lake Planning & Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-162
Closed -$26K – 209
2021
Q3 		$26K Hold
162
– – 0.02% 204
2021
Q2 		$27K Buy
162
+21
+15% +$3.46K 0.02% 190
2021
Q1 		$23K Buy
+141
New +$21.3K 0.02% 185

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IWN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2021, closing a stake of 162 shares — an estimated $26K sold.

Walled Lake Planning & Wealth Management first reported a position in IWN in Q1 2021 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 942 funds tracked by Wall St. Rank hold IWN as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 162 iShares Russell 2000 Value ETF shares in Q4 2021, an estimated $26K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's iShares Russell 2000 Value ETF position peaked at $27K in Q2 2021.
  • 942 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.