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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
Quarter Market Value Status Shares Shares
Change % 		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% +$3.5K 0.02% 190
2021
Q1 		$23K Buy
+141
New +$23K 0.02% 185