A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 10,958 shares of IWY stock, worth $2.5 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
10,958
Previous 10,701 2.4%
Holding current value
$2.5 Million
Previous $2.09 Million 12.6%
% of portfolio
1.04%
Previous 0.92%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$183.56 - $216.15 $47,174 - $55,550
257 Added 2.4%
10,958 $2.35 Million
Q1 2024

May 13, 2024

BUY
$170.38 - $196.82 $11,415 - $13,186
67 Added 0.63%
10,701 $2.09 Million
Q4 2023

Feb 13, 2024

SELL
$149.01 - $175.92 $53,643 - $63,331
-360 Reduced 3.27%
10,634 $1.86 Million
Q3 2023

Nov 14, 2023

BUY
$152.69 - $164.44 $5,496 - $5,919
36 Added 0.33%
10,994 $1.69 Million
Q2 2023

Aug 11, 2023

BUY
$136.24 - $158.56 $2,452 - $2,854
18 Added 0.16%
10,958 $1.74 Million
Q1 2023

May 12, 2023

SELL
$117.74 - $138.93 $58,045 - $68,492
-493 Reduced 4.31%
10,940 $1.52 Million
Q4 2022

Feb 13, 2023

BUY
$117.55 - $131.34 $1.34 Million - $1.5 Million
11,433 New
11,433 $1.38 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.