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 Q2	$718K	Buy	4,903 +181	+4%	+$24.9K	0.18%	64
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IWP Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.8% in Q2 2026, buying an estimated $24.9K and bringing the position to 4,903 shares worth $718K. The position accounts for 0.18% of the portfolio, ranked #64.

Walled Lake Planning & Wealth Management first reported a position in IWP in Q2 2020 and has held it in 25 quarters since. The position peaked at $777K in Q4 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Walled Lake Planning & Wealth Management held 4,903 shares of iShares Russell Mid-Cap Growth ETF worth $718K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 181 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.9K.
iShares Russell Mid-Cap Growth ETF made up 0.18% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #64 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 25 quarters since.
Walled Lake Planning & Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $777K in Q4 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.