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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth 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 Russell 1000 Growth Index by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
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