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Wilshire 5000 Index Fund Inst'l Class shares owned by Holloway Wealth Management

Quarter-by-quarter ownership of Wilshire 5000 Index Fund Inst'l Class (WINDX) shares owned by Holloway Wealth Management from 13F filings

Historical chart of Holloway Wealth Management investment in Wilshire 5000 Index Fund Inst'l Class

Tip: Access up to 7 years of quarterly data

All positions including Wilshire 5000 Index Fund Inst'l Class held by Holloway Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wilshire 5000 Index Fund Inst'l Class by Holloway Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $922k 33k 27.99
2021-12-31 $979k 33k 29.42
2021-09-30 $952k 33k 28.90
2021-06-30 $952k 33k 28.90
2021-03-31 $881k 33k 26.75
2020-12-31 $908k 36k 25.14
2020-09-30 $796k 33k 24.17
2020-06-30 $731k 33k 22.19
2020-03-31 $602k 33k 18.28
2019-12-31 $796k 35k 22.93
2019-09-30 $732k 33k 22.22
2019-06-30 $722k 33k 21.92
2019-03-31 $695k 33k 21.10
2018-12-31 $698k 34k 20.84
2018-06-30 $705k 33k 21.40
2018-03-31 $681k 33k 20.68
2017-12-31 $698k 34k 20.84
2017-09-30 $704k 33k 21.37
2017-06-30 $674k 33k 20.46
2017-03-31 $655k 33k 19.89
2016-12-31 $621k 33k 18.85

More positions owned by Holloway Wealth Management

Horizon Active Risk Assist Fund Class N M (Principal) (ARANX)
Horizon Active Asset Allocation Fund Class N M (Principal) (AAANX)
Chevron Corporation (Principal) (CVX)
Cisco Systems (Principal) (CSCO)
Lockheed Martin Corporation (Principal) (LMT)
Wal-Mart Stores (Principal) (WMT)
First Tr Exchange-traded First Tr Enh New (Principal) (FTSM)
Altria (Principal) (MO)
BlackRock (Principal) (BLK)
Apple (Principal) (AAPL)
Unilever Spon Adr New (Principal) (UL)
Pepsi (Principal) (PEP)
Taiwan Semiconductor Mfg Sponsored Ads (Principal) (TSM)
General Dynamics Corporation (Principal) (GD)
Bristol Myers Squibb (Principal) (BMY)

View all positions for Holloway Wealth Management