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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
2024-03-31 $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

More positions owned by Wallace Advisory Group

Merck & Co (MRK)
Chevron Corporation (CVX)
Amazon (AMZN)
Cigna Corp (CI)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl A (GOOGL)
Adobe Systems Incorporated (ADBE)
Ishares Tr Msci China Etf (MCHI)

View all positions for Wallace Advisory Group

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index