Walled Lake Planning & Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Buy	1,009 +2	+0.2%	+$824	0.11%	88
2026 Q1	$373K	Hold	1,007	–	–	0.11%	95
2025 Q4	$390K	Sell	1,007 -34	-3%	-$13K	0.12%	90
2025 Q3	$395K	Buy	1,041 +2	+0.2%	+$729	0.13%	88
2025 Q2	$365K	Buy	1,039 +8	+0.8%	+$2.6K	0.12%	92
2025 Q1	$327K	Buy	1,031 +3	+0.3%	+$1.01K	0.12%	95
2024 Q4	$344K	Buy	1,028 +1	+0.1%	+$337	0.13%	93
2024 Q3	$336K	Buy	1,027 +3	+0.3%	+$944	0.13%	92
2024 Q2	$316K	Buy	1,024 +1	+0.1%	+$298	0.13%	90
2024 Q1	$307K	Buy	1,023 +9	+0.9%	+$2.57K	0.13%	85
2023 Q4	$278K	Buy	1,014 +28	+3%	+$7.14K	0.13%	83
2023 Q3	$242K	Buy	986 +4	+0.4%	+$1.02K	0.12%	81
2023 Q2	$250K	Buy	982 +9	+0.9%	+$2.16K	0.12%	79
2023 Q1	$229K	Buy	973 +6	+0.6%	+$1.39K	0.12%	77
2022 Q4	$213K	Buy	+967	New	+$215K	0.15%	51

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 0.2% in Q2 2026, buying an estimated $824 and bringing the position to 1,009 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #88.

Walled Lake Planning & Wealth Management first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Walled Lake Planning & Wealth Management held 1,009 shares of iShares Russell 3000 ETF worth $430K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 2 iShares Russell 3000 ETF shares in Q2 2026, an estimated $824.
iShares Russell 3000 ETF made up 0.11% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #88 holding.
Walled Lake Planning & Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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