ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001812177)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,721 Value ($000) $459 Avg Close Range
Q3 2025
Shares 3,866 Value ($000) $467 Avg Close Range
Q2 2025
Shares 4,241 Value ($000) $467 Avg Close Range
Q1 2025
Shares 4,341 Value ($000) $403 Avg Close Range
Q4 2024
Shares 4,495 Value ($000) $456 Avg Close Range
Q3 2024
Shares 4,676 Value ($000) $448 Avg Close Range
Q2 2024
Shares 4,723 Value ($000) $437 Avg Close Range
Q1 2024
Shares 4,741 Value ($000) $400 Avg Close Range
Q4 2023
Shares 4,760 Value ($000) $357 Avg Close Range
Q3 2023
Shares 4,731 Value ($000) $324 Avg Close Range
Q2 2023
Shares 4,793 Value ($000) $338 Avg Close Range
Q1 2023
Shares 4,467 Value ($000) $285 Avg Close Range
Q4 2022
Shares 4,590 Value ($000) $268 Avg Close Range
Q3 2022
Shares 4,582 Value ($000) $265 Avg Close Range
Q2 2022
Shares 4,589 Value ($000) $277 Avg Close Range
Q1 2022
Shares 4,277 Value ($000) $327 Avg Close Range
Q4 2021
Shares 4,273 Value ($000) $358 Avg Close Range
Q3 2021
Shares 4,281 Value ($000) $316 Avg Close Range
Q2 2021
Shares 4,301 Value ($000) $313 Avg Close Range
Q1 2021
Shares 4,308 Value ($000) $280 Avg Close Range
Q4 2020
Shares 4,340 Value ($000) $277 Avg Close Range
Q3 2020
Shares 1,105 Value ($000) $255 Avg Close Range
Q2 2020
Shares 1,106 Value ($000) $230 Avg Close Range
Q1 2020
Shares 1,161 Value ($000) $192 Avg Close Range
Q4 2019
Shares 1,177 Value ($000) $228 Avg Close Range