Ishares Tr rus200 grw idx shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.2M | 5.5k | 210.93 |
| 2024-12-31 | $2.5M | 10k | 235.26 |
| 2024-09-30 | $2.3M | 11k | 220.05 |
| 2024-06-30 | $2.4M | 11k | 214.52 |
| 2024-03-31 | $2.1M | 11k | 195.11 |
| 2023-09-30 | $1.7M | 11k | 153.83 |
| 2023-06-30 | $1.7M | 11k | 158.56 |
| 2023-03-31 | $1.5M | 11k | 138.93 |
| 2022-12-31 | $1.4M | 11k | 120.53 |
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