iShares S&P NA Tech. Sec. Idx shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P NA Tech. Sec. Idx
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P NA Tech. Sec. Idx held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P NA Tech. Sec. Idx by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $331k | 3.6k | 90.68 |
| 2024-12-31 | $717k | 7.0k | 102.10 |
| 2024-09-30 | $647k | 6.7k | 95.94 |
| 2024-06-30 | $613k | 6.5k | 94.32 |
| 2024-03-31 | $511k | 5.9k | 86.18 |
| 2023-09-30 | $324k | 846 | 382.37 |
| 2023-06-30 | $326k | 829 | 392.65 |
| 2023-03-31 | $242k | 712 | 339.37 |
| 2021-12-31 | $274k | 625 | 438.40 |
| 2021-09-30 | $26k | 64 | 406.25 |
More positions owned by Walled Lake Planning & Wealth Management
View all positions for Walled Lake Planning & Wealth Management
Top funds holding iShares S&P NA Tech. Sec. Idx
View all funds holding iShares S&P NA Tech. Sec. Idx