Walled Lake Planning & Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $777K | Buy |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $90K | Buy |
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|
2021
Q1 | $74K | Buy |
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|
2020
Q4 | $71K | Buy |
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|
2020
Q3 | $45K | Buy |
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|
2020
Q2 | $29K | Buy |
|