Core Wealth Partners LLC's ownership history for IWM

Core Wealth Partners LLC currently holds 860 shares with a market value of $213.2K. It started holding IWM on 2024-09-30. At its peak, it held 2.0K shares on 2025-06-30. Its highest holding value was $421.8K on 2025-06-30. At its lowest, it held 860 shares on 2026-03-31, with a value of $213.2K on 2026-03-31. In the recent 180 days, Core Wealth Partners LLC has decreased its shares by 109. In the recent year, Core Wealth Partners LLC has decreased its shares by 556.