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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return