iShares S&P MidCap 400 Index shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $742k | 12k | 60.74 |
| 2023-09-30 | $585k | 2.3k | 249.31 |
| 2023-06-30 | $617k | 2.4k | 261.45 |
| 2023-03-31 | $588k | 2.4k | 250.11 |
| 2022-12-31 | $629k | 2.6k | 241.88 |
| 2021-09-30 | $2.0k | 6 | 333.33 |
| 2021-06-30 | $2.0k | 6 | 333.33 |
| 2021-03-31 | $1.0k | 6 | 166.67 |
| 2020-12-31 | $1.0k | 6 | 166.67 |
| 2020-09-30 | $1.0k | 6 | 166.67 |
| 2020-06-30 | $267k | 1.5k | 177.88 |
| 2020-03-31 | $256k | 1.8k | 143.74 |
| 2019-12-31 | $428k | 2.1k | 205.57 |
More positions owned by Walled Lake Planning & Wealth Management
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