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Walled Lake Planning & Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$605K Sell
4,722
-672
-12% -$90.9K 0.18% 67
2025
Q4 		$739K Buy
5,394
+108
+2% +$15.1K 0.23% 59
2025
Q3 		$753K Buy
5,286
+198
+4% +$28K 0.25% 53
2025
Q2 		$706K Sell
5,088
-1,057
-17% -$134K 0.23% 56
2025
Q1 		$722K Buy
6,145
+17
+0.3% +$2.19K 0.26% 56
2024
Q4 		$777K Buy
6,128
+365
+6% +$46.4K 0.29% 52
2024
Q3 		$676K Buy
5,763
+303
+6% +$33.9K 0.25% 52
2024
Q2 		$603K Buy
5,460
+803
+17% +$88.2K 0.25% 54
2024
Q1 		$532K Buy
4,657
+762
+20% +$82.4K 0.22% 51
2023
Q4 		$407K Buy
3,895
+44
+1% +$4.17K 0.19% 55
2023
Q3 		$352K Buy
3,851
+116
+3% +$11.1K 0.18% 59
2023
Q2 		$361K Buy
3,735
+548
+17% +$49.9K 0.18% 54
2023
Q1 		$290K Buy
3,187
+228
+8% +$20.3K 0.15% 62
2022
Q4 		$247K Buy
2,959
+67
+2% +$5.64K 0.17% 49
2022
Q3 		$227K Buy
2,892
+141
+5% +$12.1K 0.16% 69
2022
Q2 		$218K Buy
2,751
+445
+19% +$38.8K 0.15% 68
2022
Q1 		$232K Sell
2,306
-1,160
-33% -$116K 0.14% 76
2021
Q4 		$399K Buy
3,466
+2,410
+228% +$281K 0.23% 55
2021
Q3 		$118K Buy
1,056
+265
+34% +$30.5K 0.07% 107
2021
Q2 		$90K Buy
791
+62
+9% +$6.62K 0.06% 125
2021
Q1 		$74K Buy
729
+35
+5% +$3.66K 0.05% 128
2020
Q4 		$71K Buy
694
+170
+32% +$16.2K 0.05% 114
2020
Q3 		$45K Buy
524
+152
+41% +$12.8K 0.04% 129
2020
Q2 		$29K Buy
+372
New +$27K 0.02% 133

Other funds holding IWP

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
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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IWP Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q1 2026, selling an estimated $90.9K and leaving 4,722 shares worth $605K. The position accounts for 0.18% of the portfolio, ranked #67.

Walled Lake Planning & Wealth Management first reported a position in IWP in Q2 2020 and has held it in 24 quarters since. The position peaked at $777K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 4,722 shares of iShares Russell Mid-Cap Growth ETF worth $605K as of Q1 2026.
  • Walled Lake Planning & Wealth Management sold 672 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $90.9K.
  • iShares Russell Mid-Cap Growth ETF made up 0.18% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Walled Lake Planning & Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $777K in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.