iShares S&P 100 Index shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.1M | 6.7k | 318.07 |
| 2025-12-31 | $2.4M | 7.0k | 342.95 |
| 2025-09-30 | $2.3M | 7.1k | 332.84 |
| 2025-06-30 | $2.2M | 7.1k | 304.35 |
| 2025-03-31 | $1.9M | 7.1k | 270.82 |
| 2024-12-31 | $2.1M | 7.1k | 288.86 |
| 2024-09-30 | $2.0M | 7.1k | 276.74 |
| 2024-06-30 | $1.9M | 7.1k | 264.29 |
| 2024-03-31 | $1.7M | 7.1k | 247.41 |
| 2023-09-30 | $1.4M | 6.9k | 200.63 |
| 2023-06-30 | $1.4M | 6.9k | 207.05 |
| 2023-03-31 | $1.3M | 6.9k | 187.05 |
| 2022-12-31 | $1.2M | 7.0k | 170.57 |
More positions owned by Walled Lake Planning & Wealth Management
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