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

Walled Lake Planning & Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-201	Closed	-$59K	–	210
2021 Q3	$59K	Hold	201	–	–	0.04%	156
2021 Q2	$63K	Buy	201 +10	+5%	+$3.01K	0.04%	144
2021 Q1	$57K	Buy	191 +6	+3%	+$1.86K	0.04%	140
2020 Q4	$53K	Buy	185 +24	+15%	+$6.12K	0.04%	132
2020 Q3	$36K	Buy	161 +39	+32%	+$8.54K	0.03%	144
2020 Q2	$25K	Buy	+122	New	+$22.8K	0.02%	144

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2021, closing a stake of 201 shares — an estimated $59K sold.

Walled Lake Planning & Wealth Management first reported a position in IWO in Q2 2020 and held it in 6 quarters. The position peaked at $63K in Q2 2021. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 201 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $59K.
Walled Lake Planning & Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's iShares Russell 2000 Growth ETF position peaked at $63K in Q2 2021.
897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

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