iShares Russell Midcap Growth Idx. shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 5.3k | 142.41 |
| 2025-06-30 | $706k | 5.1k | 138.67 |
| 2025-03-31 | $722k | 6.1k | 117.49 |
| 2024-12-31 | $777k | 6.1k | 126.75 |
| 2024-09-30 | $676k | 5.8k | 117.30 |
| 2024-06-30 | $603k | 5.5k | 110.36 |
| 2024-03-31 | $532k | 4.7k | 114.14 |
| 2023-09-30 | $352k | 3.9k | 91.35 |
| 2023-06-30 | $361k | 3.7k | 96.62 |
| 2023-03-31 | $290k | 3.2k | 91.05 |
| 2022-12-31 | $247k | 3.0k | 83.60 |
| 2022-09-30 | $227k | 2.9k | 78.49 |
| 2022-06-30 | $218k | 2.8k | 79.24 |
| 2022-03-31 | $232k | 2.3k | 100.61 |
| 2021-12-31 | $399k | 3.5k | 115.12 |
| 2021-09-30 | $118k | 1.1k | 111.74 |
| 2021-06-30 | $90k | 791 | 113.78 |
| 2021-03-31 | $74k | 729 | 101.51 |
| 2020-12-31 | $71k | 694 | 102.31 |
| 2020-09-30 | $45k | 262 | 171.76 |
| 2020-06-30 | $29k | 186 | 155.91 |
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