WLPWM
Walled Lake Planning & Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
1,039
+8
| +0.8% | +$2.81K | 0.12% | 92 |
|
|
2025
Q1 | $327K | Buy |
1,031
+3
| +0.3% | +$953 | 0.12% | 95 |
|
|
2024
Q4 | $344K | Buy |
1,028
+1
| +0.1% | +$334 | 0.13% | 93 |
|
|
2024
Q3 | $336K | Buy |
1,027
+3
| +0.3% | +$980 | 0.13% | 92 |
|
|
2024
Q2 | $316K | Buy |
1,024
+1
| +0.1% | +$309 | 0.13% | 90 |
|
|
2024
Q1 | $307K | Buy |
1,023
+9
| +0.9% | +$2.7K | 0.13% | 85 |
|
|
2023
Q4 | $278K | Buy |
1,014
+28
| +3% | +$7.66K | 0.13% | 83 |
|
|
2023
Q3 | $242K | Buy |
986
+4
| +0.4% | +$980 | 0.12% | 81 |
|
|
2023
Q2 | $250K | Buy |
982
+9
| +0.9% | +$2.29K | 0.12% | 79 |
|
|
2023
Q1 | $229K | Buy |
973
+6
| +0.6% | +$1.41K | 0.12% | 77 |
|
|
2022
Q4 | $213K | Buy |
+967
| New | +$213K | 0.15% | 51 |
|