Walled Lake Planning & Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
5,088
-1,057
| -17% | -$147K | 0.23% | 56 |
|
|
2025
Q1 | $722K | Buy |
6,145
+17
| +0.3% | +$2K | 0.26% | 56 |
|
|
2024
Q4 | $777K | Buy |
6,128
+365
| +6% | +$46.3K | 0.29% | 52 |
|
|
2024
Q3 | $676K | Buy |
5,763
+303
| +6% | +$35.5K | 0.25% | 52 |
|
|
2024
Q2 | $603K | Buy |
5,460
+803
| +17% | +$88.6K | 0.25% | 54 |
|
|
2024
Q1 | $532K | Buy |
4,657
+762
| +20% | +$87K | 0.22% | 51 |
|
|
2023
Q4 | $407K | Buy |
3,895
+44
| +1% | +$4.6K | 0.19% | 55 |
|
|
2023
Q3 | $352K | Buy |
3,851
+116
| +3% | +$10.6K | 0.18% | 59 |
|
|
2023
Q2 | $361K | Buy |
3,735
+548
| +17% | +$52.9K | 0.18% | 54 |
|
|
2023
Q1 | $290K | Buy |
3,187
+228
| +8% | +$20.8K | 0.15% | 62 |
|
|
2022
Q4 | $247K | Buy |
2,959
+67
| +2% | +$5.6K | 0.17% | 49 |
|
|
2022
Q3 | $227K | Buy |
2,892
+141
| +5% | +$11.1K | 0.16% | 69 |
|
|
2022
Q2 | $218K | Buy |
2,751
+445
| +19% | +$35.3K | 0.15% | 68 |
|
|
2022
Q1 | $232K | Sell |
2,306
-1,160
| -33% | -$117K | 0.14% | 76 |
|
|
2021
Q4 | $399K | Buy |
3,466
+2,410
| +228% | +$277K | 0.23% | 55 |
|
|
2021
Q3 | $118K | Buy |
1,056
+265
| +34% | +$29.6K | 0.07% | 107 |
|
|
2021
Q2 | $90K | Buy |
791
+62
| +9% | +$7.05K | 0.06% | 125 |
|
|
2021
Q1 | $74K | Buy |
729
+35
| +5% | +$3.55K | 0.05% | 128 |
|
|
2020
Q4 | $71K | Buy |
694
+170
| +32% | +$17.4K | 0.05% | 114 |
|
|
2020
Q3 | $45K | Buy |
524
+152
| +41% | +$13.1K | 0.04% | 129 |
|
|
2020
Q2 | $29K | Buy |
+372
| New | +$29K | 0.02% | 133 |
|