Walled Lake Planning & Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,545
| Closed | -$1.17M | – | 144 |
|
|
2025
Q1 | $1.17M | Sell |
5,545
-4,878
| -47% | -$1.03M | 0.42% | 44 |
|
|
2024
Q4 | $2.45M | Sell |
10,423
-238
| -2% | -$56K | 0.91% | 33 |
|
|
2024
Q3 | $2.35M | Sell |
10,661
-297
| -3% | -$65.4K | 0.88% | 32 |
|
|
2024
Q2 | $2.35M | Buy |
10,958
+257
| +2% | +$55.1K | 0.96% | 32 |
|
|
2024
Q1 | $2.09M | Buy |
10,701
+67
| +0.6% | +$13.1K | 0.86% | 31 |
|
|
2023
Q4 | $1.86M | Sell |
10,634
-360
| -3% | -$63.1K | 0.87% | 30 |
|
|
2023
Q3 | $1.69M | Buy |
10,994
+36
| +0.3% | +$5.54K | 0.85% | 32 |
|
|
2023
Q2 | $1.74M | Buy |
10,958
+18
| +0.2% | +$2.85K | 0.85% | 31 |
|
|
2023
Q1 | $1.52M | Sell |
10,940
-493
| -4% | -$68.5K | 0.8% | 31 |
|
|
2022
Q4 | $1.38M | Buy |
+11,433
| New | +$1.38M | 0.94% | 28 |
|