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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

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Quarterly 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