iShares S&P Global 100 Index shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P Global 100 Index
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Quarterly reported holdings in iShares S&P Global 100 Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $850k | 7.1k | 120.00 |
| 2025-06-30 | $740k | 6.9k | 107.81 |
| 2025-03-31 | $761k | 7.9k | 96.29 |
| 2024-12-31 | $788k | 7.8k | 100.77 |
| 2024-09-30 | $721k | 7.3k | 99.16 |
| 2024-06-30 | $673k | 7.0k | 96.58 |
| 2024-03-31 | $539k | 6.0k | 89.41 |
| 2023-09-30 | $375k | 5.1k | 73.24 |
| 2023-06-30 | $377k | 5.0k | 76.06 |
| 2023-03-31 | $297k | 4.2k | 70.06 |
| 2022-12-31 | $251k | 3.9k | 64.05 |
| 2021-12-31 | $345k | 4.4k | 78.02 |
| 2021-09-30 | $40k | 568 | 70.42 |
| 2021-06-30 | $9.0k | 121 | 74.38 |
More positions owned by Walled Lake Planning & Wealth Management
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