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iShares S&P SmallCap 600 Index shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 1.9k 118.83
2025-06-30 $203k 1.9k 109.27
2021-09-30 $1.0k 13 76.92
2021-06-30 $1.0k 13 76.92
2021-03-31 $1.0k 13 76.92
2020-03-31 $0 5 0.00

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Apple (AAPL)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Altria (MO)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Lockheed Martin Corporation (LMT)
Gilead Sciences (GILD)
Houlihan Lokey Inc cl a (HLI)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index