iShares Russell 3000 Index shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 1.0k | 379.00 |
| 2025-06-30 | $365k | 1.0k | 350.87 |
| 2025-03-31 | $328k | 1.0k | 317.63 |
| 2024-12-31 | $344k | 1.0k | 334.37 |
| 2024-09-30 | $336k | 1.0k | 326.82 |
| 2024-06-30 | $316k | 1.0k | 308.66 |
| 2024-03-31 | $307k | 1.0k | 300.20 |
| 2023-09-30 | $242k | 986 | 245.07 |
| 2023-06-30 | $250k | 982 | 254.49 |
| 2023-03-31 | $229k | 973 | 235.53 |
| 2022-12-31 | $213k | 967 | 220.68 |
More positions owned by Walled Lake Planning & Wealth Management
View all positions for Walled Lake Planning & Wealth Management