Walled Lake Planning & Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$796K	Buy	7,212 +316	+5%	+$33.2K	0.2%	58
2026 Q1	$671K	Sell	6,896 -855	-11%	-$85.4K	0.2%	62
2025 Q4	$746K	Buy	7,751 +119	+2%	+$11.4K	0.24%	58
2025 Q3	$737K	Buy	7,632 +339	+5%	+$32.1K	0.24%	56
2025 Q2	$671K	Sell	7,293 -1,386	-16%	-$120K	0.22%	58
2025 Q1	$738K	Buy	8,679 +202	+2%	+$18K	0.26%	54
2024 Q4	$749K	Buy	8,477 +621	+8%	+$56.4K	0.28%	54
2024 Q3	$692K	Buy	7,856 +407	+5%	+$34.3K	0.26%	51
2024 Q2	$604K	Buy	7,449 +1,197	+19%	+$97.4K	0.25%	53
2024 Q1	$526K	Buy	6,252 +1,043	+20%	+$82.6K	0.22%	52
2023 Q4	$405K	Buy	5,209 +81	+2%	+$5.75K	0.19%	56
2023 Q3	$355K	Buy	5,128 +113	+2%	+$8.24K	0.18%	57
2023 Q2	$366K	Buy	5,015 +778	+18%	+$54.1K	0.18%	53
2023 Q1	$296K	Buy	4,237 +301	+8%	+$21.3K	0.16%	58
2022 Q4	$265K	Sell	3,936 -110	-3%	-$7.42K	0.18%	45
2022 Q3	$251K	Buy	4,046 +171	+4%	+$11.8K	0.18%	62
2022 Q2	$251K	Buy	3,875 +548	+16%	+$39K	0.17%	62
2022 Q1	$260K	Sell	3,327 -1,714	-34%	-$132K	0.15%	70
2021 Q4	$418K	Buy	5,041 +3,350	+198%	+$275K	0.24%	54
2021 Q3	$132K	Buy	1,691 +390	+30%	+$31.2K	0.08%	101
2021 Q2	$103K	Buy	1,301 +103	+9%	+$7.99K	0.07%	113
2021 Q1	$89K	Buy	1,198 +166	+16%	+$12K	0.06%	117
2020 Q4	$71K	Buy	1,032 +262	+34%	+$16.7K	0.05%	115
2020 Q3	$44K	Buy	770 +225	+41%	+$12.8K	0.04%	130
2020 Q2	$29K	Buy	+545	New	+$27.3K	0.02%	134

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q2 2026, buying an estimated $33.2K and bringing the position to 7,212 shares worth $796K. The position accounts for 0.2% of the portfolio, ranked #58.

Walled Lake Planning & Wealth Management first reported a position in IWR in Q2 2020 and has held it in 25 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Walled Lake Planning & Wealth Management held 7,212 shares of iShares Russell Mid-Cap ETF worth $796K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 316 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $33.2K.
iShares Russell Mid-Cap ETF made up 0.2% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #58 holding.
Walled Lake Planning & Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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