Wallace Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wallace Advisory Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$380K	Buy	1,266 +3	+0.2%	+$843	0.36%	74
2026 Q1	$313K	Sell	1,263 -157	-11%	-$40.5K	0.33%	73
2025 Q4	$350K	Buy	1,420 +7	+0.5%	+$1.72K	0.37%	69
2025 Q3	$305K	Sell	1,413 -36	-2%	-$8.26K	0.25%	123
2025 Q2	$289K	Buy	1,449 +138	+11%	+$27.8K	0.21%	138
2025 Q1	$290K	Buy	1,311 +167	+15%	+$36.2K	0.2%	148
2024 Q4	$253K	Hold	1,144	–	–	0.17%	151
2024 Q3	$232K	Hold	1,144	–	–	0.17%	157
2024 Q2	$232K	Hold	1,144	–	–	0.17%	158
2024 Q1	$230K	Hold	1,144	–	–	0.17%	143
2023 Q4	$202K	Sell	1,144 -29	-2%	-$5.2K	0.16%	154
2023 Q3	$220K	Hold	1,173	–	–	0.16%	158
2023 Q2	$209K	Hold	1,173	–	–	0.16%	157
2023 Q1	$209K	Hold	1,173	–	–	0.16%	157
2022 Q4	$205K	Buy	+1,173	New	+$209K	0.16%	145

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wallace Advisory Group's IWM Position: Q2 2026 in Review

Wallace Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q2 2026, buying an estimated $843 and bringing the position to 1,266 shares worth $380K. The position accounts for 0.36% of the portfolio, ranked #74.

Wallace Advisory Group first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Wallace Advisory Group held 1,266 shares of iShares Russell 2000 ETF worth $380K as of Q2 2026.
Wallace Advisory Group bought 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
iShares Russell 2000 ETF made up 0.36% of Wallace Advisory Group's portfolio in Q2 2026, its #74 holding.
Wallace Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.