Walled Lake Planning & Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $132K | Buy |
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|
2021
Q2 | $103K | Buy |
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|
2021
Q1 | $89K | Buy |
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|
2020
Q4 | $71K | Buy |
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|
2020
Q3 | $44K | Buy |
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|
2020
Q2 | $29K | Buy |
|