Walled Lake Planning & Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,545	Closed	-$1.17M	–	144
2025 Q1	$1.17M	Sell	5,545 -4,878	-47%	-$1.12M	0.42%	44
2024 Q4	$2.45M	Sell	10,423 -238	-2%	-$54.6K	0.91%	33
2024 Q3	$2.35M	Sell	10,661 -297	-3%	-$63.2K	0.88%	32
2024 Q2	$2.35M	Buy	10,958 +257	+2%	+$51.2K	0.96%	32
2024 Q1	$2.09M	Buy	10,701 +67	+0.6%	+$12.5K	0.86%	31
2023 Q4	$1.86M	Sell	10,634 -360	-3%	-$59.1K	0.87%	30
2023 Q3	$1.69M	Buy	10,994 +36	+0.3%	+$5.74K	0.85%	32
2023 Q2	$1.74M	Buy	10,958 +18	+0.2%	+$2.63K	0.85%	31
2023 Q1	$1.52M	Sell	10,940 -493	-4%	-$64K	0.8%	31
2022 Q4	$1.38M	Buy	+11,433	New	+$1.42M	0.94%	28

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's IWY Position: Q2 2025 in Review

Walled Lake Planning & Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 5,545 shares — an estimated $1.17M sold.

Walled Lake Planning & Wealth Management first reported a position in IWY in Q4 2022 and held it in 10 quarters. The position peaked at $2.45M in Q4 2024. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Walled Lake Planning & Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 5,545 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $1.17M.
Walled Lake Planning & Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and held it in 10 quarters.
Walled Lake Planning & Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $2.45M in Q4 2024.
573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.