iShares S&P MidCap 400 Growth shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 3.3k | 95.89 |
| 2025-06-30 | $312k | 3.4k | 90.98 |
| 2025-03-31 | $288k | 3.5k | 83.29 |
| 2024-12-31 | $325k | 3.6k | 90.93 |
| 2024-09-30 | $333k | 3.6k | 91.93 |
| 2024-06-30 | $319k | 3.6k | 88.11 |
| 2024-03-31 | $337k | 3.7k | 91.25 |
| 2023-09-30 | $276k | 3.8k | 72.25 |
| 2023-06-30 | $291k | 3.9k | 74.99 |
| 2023-03-31 | $283k | 4.0k | 71.51 |
| 2022-12-31 | $276k | 4.0k | 68.29 |
| 2022-09-30 | $255k | 4.0k | 63.13 |
| 2022-06-30 | $258k | 4.0k | 63.80 |
| 2022-03-31 | $314k | 4.1k | 77.19 |
| 2021-12-31 | $353k | 4.1k | 85.35 |
| 2021-09-30 | $328k | 4.1k | 79.21 |
| 2021-06-30 | $338k | 4.2k | 81.00 |
| 2021-03-31 | $344k | 4.4k | 78.34 |
| 2020-12-31 | $322k | 4.5k | 72.28 |
| 2020-09-30 | $275k | 1.1k | 239.34 |
| 2020-06-30 | $281k | 1.3k | 223.90 |
| 2020-03-31 | $233k | 1.3k | 178.68 |
| 2019-12-31 | $369k | 1.5k | 238.22 |
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