iShares S&P 500 Growth Index shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $437k | 4.7k | 92.53 |
| 2024-03-31 | $400k | 4.7k | 84.45 |
| 2023-09-30 | $324k | 4.7k | 68.42 |
| 2023-06-30 | $338k | 4.8k | 70.48 |
| 2023-03-31 | $285k | 4.5k | 63.89 |
| 2022-12-31 | $269k | 4.6k | 58.50 |
| 2022-09-30 | $265k | 4.6k | 57.84 |
| 2022-06-30 | $277k | 4.6k | 60.36 |
| 2022-03-31 | $327k | 4.3k | 76.46 |
| 2021-12-31 | $358k | 4.3k | 83.78 |
| 2021-09-30 | $316k | 4.3k | 73.81 |
| 2021-06-30 | $313k | 4.3k | 72.77 |
| 2021-03-31 | $280k | 4.3k | 65.00 |
| 2020-12-31 | $277k | 4.3k | 63.82 |
| 2020-09-30 | $255k | 1.1k | 230.77 |
| 2020-06-30 | $230k | 1.1k | 207.96 |
| 2020-03-31 | $192k | 1.2k | 165.37 |
| 2019-12-31 | $228k | 1.2k | 193.71 |
More positions owned by Walled Lake Planning & Wealth Management
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