iShares Russell Midcap Index Fund shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $737k | 7.6k | 96.55 |
| 2025-06-30 | $671k | 7.3k | 91.96 |
| 2025-03-31 | $738k | 8.7k | 85.07 |
| 2024-12-31 | $749k | 8.5k | 88.40 |
| 2024-09-30 | $692k | 7.9k | 88.14 |
| 2024-06-30 | $604k | 7.4k | 81.08 |
| 2024-03-31 | $526k | 6.3k | 84.09 |
| 2023-09-30 | $355k | 5.1k | 69.26 |
| 2023-06-30 | $366k | 5.0k | 73.03 |
| 2023-03-31 | $296k | 4.2k | 69.92 |
| 2022-12-31 | $266k | 3.9k | 67.45 |
| 2022-09-30 | $251k | 4.0k | 62.04 |
| 2022-06-30 | $251k | 3.9k | 64.77 |
| 2022-03-31 | $260k | 3.3k | 78.15 |
| 2021-12-31 | $418k | 5.0k | 82.92 |
| 2021-09-30 | $132k | 1.7k | 78.06 |
| 2021-06-30 | $103k | 1.3k | 79.17 |
| 2021-03-31 | $89k | 1.2k | 74.29 |
| 2020-12-31 | $71k | 1.0k | 68.80 |
| 2020-09-30 | $44k | 770 | 57.14 |
| 2020-06-30 | $29k | 545 | 53.21 |
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