Circle Wealth Management, LLC's ownership history for IWM

Circle Wealth Management, LLC currently holds 12.4K shares with a market value of $3.0M. It started holding IWM on 2024-09-30. At its peak, it held 34.5K shares on 2024-12-31. Its highest holding value was $7.6M on 2024-12-31. At its lowest, it held 6.7K shares on 2025-06-30, with a value of $1.5M on 2025-06-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 4.8K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 19.7K.