WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC IWF Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 11,258.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $4.07 Mil. This investment constitutes 1.44% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. In addition, there have been 21 sales at an average price of $330.86 for 22,460.00 shares. Based on historical transaction data and IWF's current price of $424.87, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his IWF holdings is $6.61 Mil, reflecting a 117.84% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC IWF ($424.87) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC IWF ($424.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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