ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 7,751 Value ($000) $746 Avg Close Range
Q3 2025
Shares 7,632 Value ($000) $737 Avg Close Range
Q2 2025
Shares 7,293 Value ($000) $671 Avg Close Range
Q1 2025
Shares 8,679 Value ($000) $738 Avg Close Range
Q4 2024
Shares 8,477 Value ($000) $749 Avg Close Range
Q3 2024
Shares 7,856 Value ($000) $692 Avg Close Range
Q2 2024
Shares 7,449 Value ($000) $604 Avg Close Range
Q1 2024
Shares 6,252 Value ($000) $526 Avg Close Range
Q4 2023
Shares 5,209 Value ($000) $405 Avg Close Range
Q3 2023
Shares 5,128 Value ($000) $355 Avg Close Range
Q2 2023
Shares 5,015 Value ($000) $366 Avg Close Range
Q1 2023
Shares 4,237 Value ($000) $296 Avg Close Range
Q4 2022
Shares 3,936 Value ($000) $265 Avg Close Range
Q3 2022
Shares 4,046 Value ($000) $251 Avg Close Range
Q2 2022
Shares 3,875 Value ($000) $251 Avg Close Range
Q1 2022
Shares 3,327 Value ($000) $260 Avg Close Range
Q4 2021
Shares 5,041 Value ($000) $418 Avg Close Range
Q3 2021
Shares 1,691 Value ($000) $132 Avg Close Range
Q2 2021
Shares 1,301 Value ($000) $103 Avg Close Range
Q1 2021
Shares 1,198 Value ($000) $89 Avg Close Range
Q4 2020
Shares 1,032 Value ($000) $71 Avg Close Range
Q3 2020
Shares 770 Value ($000) $44 Avg Close Range
Q2 2020
Shares 545 Value ($000) $29 Avg Close Range