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
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Quarterly reported holdings in iShares Russell 3000 Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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