WLPWM
Walled Lake Planning & Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
7,293
-1,386
| -16% | -$127K | 0.22% | 58 |
|
|
2025
Q1 | $738K | Buy |
8,679
+202
| +2% | +$17.2K | 0.26% | 54 |
|
|
2024
Q4 | $749K | Buy |
8,477
+621
| +8% | +$54.9K | 0.28% | 54 |
|
|
2024
Q3 | $692K | Buy |
7,856
+407
| +5% | +$35.9K | 0.26% | 51 |
|
|
2024
Q2 | $604K | Buy |
7,449
+1,197
| +19% | +$97.1K | 0.25% | 53 |
|
|
2024
Q1 | $526K | Buy |
6,252
+1,043
| +20% | +$87.7K | 0.22% | 52 |
|
|
2023
Q4 | $405K | Buy |
5,209
+81
| +2% | +$6.3K | 0.19% | 56 |
|
|
2023
Q3 | $355K | Buy |
5,128
+113
| +2% | +$7.83K | 0.18% | 57 |
|
|
2023
Q2 | $366K | Buy |
5,015
+778
| +18% | +$56.8K | 0.18% | 53 |
|
|
2023
Q1 | $296K | Buy |
4,237
+301
| +8% | +$21K | 0.16% | 58 |
|
|
2022
Q4 | $265K | Sell |
3,936
-110
| -3% | -$7.42K | 0.18% | 45 |
|
|
2022
Q3 | $251K | Buy |
4,046
+171
| +4% | +$10.6K | 0.18% | 62 |
|
|
2022
Q2 | $251K | Buy |
3,875
+548
| +16% | +$35.5K | 0.17% | 62 |
|
|
2022
Q1 | $260K | Sell |
3,327
-1,714
| -34% | -$134K | 0.15% | 70 |
|
|
2021
Q4 | $418K | Buy |
5,041
+3,350
| +198% | +$278K | 0.24% | 54 |
|
|
2021
Q3 | $132K | Buy |
1,691
+390
| +30% | +$30.4K | 0.08% | 101 |
|
|
2021
Q2 | $103K | Buy |
1,301
+103
| +9% | +$8.15K | 0.07% | 113 |
|
|
2021
Q1 | $89K | Buy |
1,198
+166
| +16% | +$12.3K | 0.06% | 117 |
|
|
2020
Q4 | $71K | Buy |
1,032
+262
| +34% | +$18K | 0.05% | 115 |
|
|
2020
Q3 | $44K | Buy |
770
+225
| +41% | +$12.9K | 0.04% | 130 |
|
|
2020
Q2 | $29K | Buy |
+545
| New | +$29K | 0.02% | 134 |
|