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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wallace Advisory Group's IWM Position: Q1 2026 in Review

Wallace Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, selling an estimated $40.5K and leaving 1,263 shares worth $313K. The position accounts for 0.33% of the portfolio, ranked #73.

Wallace Advisory Group first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $350K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Wallace Advisory Group held 1,263 shares of iShares Russell 2000 ETF worth $313K as of Q1 2026.
Wallace Advisory Group sold 157 iShares Russell 2000 ETF shares in Q1 2026, an estimated $40.5K.
iShares Russell 2000 ETF made up 0.33% of Wallace Advisory Group's portfolio in Q1 2026, its #73 holding.
Wallace Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's iShares Russell 2000 ETF position peaked at $350K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.