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
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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 |
|---|---|---|---|
| 2025-09-30 | $305k | 1.4k | 215.79 |
| 2025-06-30 | $289k | 1.4k | 199.49 |
| 2025-03-31 | $290k | 1.3k | 220.96 |
| 2024-12-31 | $253k | 1.1k | 220.89 |
| 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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