Walled Lake Planning & Wealth Management »

Ishares Tr shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $298k 13k 22.62
2025-12-31 $298k 13k 22.67
2025-09-30 $205k 8.8k 23.38

More positions owned by Walled Lake Planning & Wealth Management

Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
WisdomTree US Multifactor Us Multifactor (USMF)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Fidelity Enhanced Mid Cap Enhanced Mid (FMDE)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Apple (AAPL)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Altria (MO)
Gilead Sciences (GILD)
Lockheed Martin Corporation (LMT)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Ishares Tr

Bank of America Corporation
Foguth Wealth Management
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
UBS Group
BlackRock
Franklin Resources
Hamilton Wealth
Columbus Macro
Prevail Innovative Wealth Advisors
PFG Advisors
Emerald Investment Partners
Assetmark

View all funds holding Ishares Tr