iShares S&P 500 Index shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 4.7k | 525.72 |
| 2023-09-30 | $1.8M | 4.2k | 429.41 |
| 2023-06-30 | $1.8M | 4.1k | 445.67 |
| 2023-03-31 | $1.5M | 3.7k | 411.08 |
| 2022-12-31 | $1.3M | 3.5k | 384.16 |
| 2022-09-30 | $1.2M | 3.4k | 358.62 |
| 2022-06-30 | $1.3M | 3.3k | 379.24 |
| 2022-03-31 | $1.4M | 3.0k | 453.67 |
| 2021-12-31 | $1.8M | 3.7k | 476.95 |
| 2021-09-30 | $1.0M | 2.4k | 430.94 |
| 2021-06-30 | $1.4M | 3.2k | 429.91 |
| 2021-03-31 | $1.3M | 3.1k | 397.97 |
| 2020-12-31 | $756k | 2.0k | 375.19 |
| 2020-09-30 | $629k | 1.9k | 336.00 |
| 2020-06-30 | $588k | 1.9k | 309.80 |
| 2020-03-31 | $424k | 1.6k | 258.38 |
| 2019-12-31 | $528k | 1.6k | 323.13 |
More positions owned by Walled Lake Planning & Wealth Management
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