Wallace Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Wallace Advisory Group, LLC

  • $95.3 Billion
  • Q4 2025

A detailed history of Wallace Advisory Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 2,843 shares of IJR stock, worth $332,204. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,843
Previous 2,740 3.76%
Holding current value
$332,204
Previous $299 Million 14.1%
% of portfolio
0.36%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$114.27 - $121.15 $11,769 - $12,478
103 Added 3.76%
2,843 $342 Million
Q3 2023

Oct 05, 2023
BUY
$92.9 - $105.16 $254,546 - $288,138
2,740 New
2,740 $273 Million

Others Institutions Holding IJR

# of Institutions
2,918
Shares Held
539M
Call Options Held
482K
Put Options Held
348K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Wallace Advisory Group, LLC Portfolio

Follow Wallace Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email