WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC IWY Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 5,545.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $1.17 Mil. This investment constitutes 0.42% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2022Q4. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 5 purchases of IWY, at an average price of $126.19, for a total of 11,811.00 shares. In addition, there have been 5 sales at an average price of $217.53 for 6,266.00 shares. Based on historical transaction data and IWY's current price of $250.39, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his IWY holdings is $1.26 Mil, reflecting a 84.60% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC IWY ($250.39) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC IWY ($250.39) 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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