Wallace Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Wallace Advisory Group, LLC

  • $95.3 Billion
  • Q4 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 1,420 shares of IWM stock, worth $337,221. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,420
Previous 1,413 0.5%
Holding current value
$337,221
Previous $305 Million 14.64%
% of portfolio
0.37%
Previous 0.25%

Shares

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

Jan 22, 2026
BUY
$236.79 - $250.33 $1,657 - $1,752
7 Added 0.5%
1,420 $350 Million
Q3 2025

Oct 15, 2025
SELL
$214.92 - $244.84 $7,737 - $8,814
-36 Reduced 2.48%
1,413 $305 Million
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
3,055
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
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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