iShares Russell 1000 Value Index shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 10k | 203.59 |
| 2025-06-30 | $2.0M | 10k | 194.23 |
| 2025-03-31 | $1.9M | 10k | 188.16 |
| 2024-12-31 | $1.9M | 10k | 185.13 |
| 2024-09-30 | $2.0M | 10k | 189.79 |
| 2024-06-30 | $1.8M | 11k | 174.46 |
| 2024-03-31 | $1.8M | 10k | 179.12 |
| 2023-09-30 | $1.5M | 9.6k | 151.83 |
| 2023-06-30 | $1.5M | 9.5k | 157.84 |
| 2023-03-31 | $1.4M | 9.3k | 152.26 |
| 2022-12-31 | $1.5M | 10k | 151.65 |
| 2022-09-30 | $409k | 3.0k | 136.15 |
| 2022-06-30 | $440k | 3.0k | 144.88 |
| 2022-03-31 | $519k | 3.1k | 165.92 |
| 2021-12-31 | $526k | 3.1k | 168.00 |
| 2021-09-30 | $492k | 3.1k | 156.49 |
| 2021-06-30 | $505k | 3.2k | 158.51 |
| 2021-03-31 | $488k | 3.2k | 151.60 |
| 2020-12-31 | $429k | 3.1k | 136.84 |
| 2020-09-30 | $382k | 3.2k | 118.01 |
| 2020-06-30 | $423k | 3.8k | 112.62 |
| 2020-03-31 | $404k | 4.1k | 99.26 |
| 2019-12-31 | $677k | 5.0k | 136.41 |
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