iShares Russell 2000 Index shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Wallace Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $232k | 1.1k | 203.08 |
2024-06-30 | $232k | 1.1k | 202.89 |
2024-03-31 | $230k | 1.1k | 200.71 |
2023-12-31 | $202k | 1.1k | 176.94 |
2023-09-30 | $220k | 1.2k | 187.27 |
2023-06-30 | $210k | 1.2k | 178.58 |
2023-03-31 | $210k | 1.2k | 178.58 |
2022-12-31 | $205k | 1.2k | 174.36 |
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