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iShares S&P NA Tech. Sec. Idx shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P NA Tech. Sec. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tech. Sec. Idx held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tech. Sec. Idx by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $511k 5.9k 86.18
2023-09-30 $324k 846 382.37
2023-06-30 $326k 829 392.65
2023-03-31 $242k 712 339.37
2021-12-31 $274k 625 438.40
2021-09-30 $26k 64 406.25