Wallace Advisory Group, LLC's ownership history for IWM

Wallace Advisory Group, LLC currently holds 1.3K shares with a market value of $313.2K. It started holding IWM on 2024-09-30. At its peak, it held 1.4K shares on 2025-06-30. Its highest holding value was $349.5K on 2025-12-31. At its lowest, it held 1.1K shares on 2024-09-30, with a value of $232.2K on 2024-09-30. In the recent 180 days, Wallace Advisory Group, LLC has decreased its shares by 150. In the recent year, Wallace Advisory Group, LLC has decreased its shares by 48.