iShares Russell 1000 Growth Index shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $257k | 602 | 426.72 |
| 2025-12-31 | $286k | 603 | 473.59 |
| 2025-09-30 | $283k | 603 | 468.69 |
| 2025-06-30 | $261k | 614 | 424.74 |
| 2025-03-31 | $4.1M | 11k | 361.09 |
| 2024-12-31 | $9.7M | 24k | 401.58 |
| 2024-09-30 | $9.2M | 25k | 375.39 |
| 2024-06-30 | $9.1M | 25k | 364.51 |
| 2024-03-31 | $8.4M | 25k | 337.05 |
| 2023-09-30 | $6.7M | 25k | 265.99 |
| 2023-06-30 | $7.0M | 25k | 275.18 |
| 2023-03-31 | $6.2M | 26k | 244.33 |
| 2022-12-31 | $5.8M | 27k | 214.24 |
| 2022-09-30 | $5.8M | 28k | 210.39 |
| 2022-06-30 | $6.1M | 28k | 218.72 |
| 2022-03-31 | $7.8M | 28k | 277.65 |
| 2021-12-31 | $8.7M | 28k | 305.59 |
| 2021-09-30 | $8.1M | 30k | 274.03 |
| 2021-06-30 | $8.1M | 30k | 271.49 |
| 2021-03-31 | $7.3M | 30k | 243.04 |
| 2020-12-31 | $7.4M | 31k | 241.14 |
| 2020-09-30 | $6.8M | 31k | 216.89 |
| 2020-06-30 | $6.1M | 32k | 191.95 |
| 2020-03-31 | $4.8M | 32k | 150.66 |
| 2019-12-31 | $5.9M | 34k | 175.93 |
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