Wallace Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Wallace Advisory Group, LLC

  • $138 Billion
  • Q2 2025

A detailed history of Wallace Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 1,449 shares of IWM stock, worth $344,557. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,449
Previous 1,311 10.53%
Holding current value
$344,557
Previous $290 Million 0.21%
% of portfolio
0.21%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$174.82 - $215.79 $24,125 - $29,779
138 Added 10.53%
1,449 $289 Million
Q1 2025

Apr 08, 2025
BUY
$198.1 - $229.79 $33,082 - $38,374
167 Added 14.6%
1,311 $290 Million
Q4 2023

Jan 08, 2024
SELL
$162.21 - $204.82 $4,704 - $5,939
-29 Reduced 2.47%
1,144 $202 Million
Q4 2022

Feb 21, 2023
BUY
$166.81 - $188.05 $195,668 - $220,582
1,173 New
1,173 $205 Million

Others Institutions Holding IWM

# of Institutions
2,932
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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