Axis Wealth Partners, LLC's ownership history for IWM

Axis Wealth Partners, LLC currently holds 893 shares with a market value of $221.5K. It started holding IWM on 2024-12-31. At its peak, it held 1.3K shares on 2024-12-31. Its highest holding value was $291.5K on 2025-09-30. At its lowest, it held 893 shares on 2026-03-31, with a value of $221.5K on 2026-03-31. In the recent 180 days, Axis Wealth Partners, LLC has decreased its shares by 312. In the recent year, Axis Wealth Partners, LLC has decreased its shares by 360.