Destination Wealth Management's ownership history for IWM

Destination Wealth Management currently holds 973 shares with a market value of $239.5K. It started holding IWM on 2024-12-31. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $275.6K on 2025-09-30. At its lowest, it held 953 shares on 2024-12-31, with a value of $200.5K on 2025-03-31. In the recent 180 days, Destination Wealth Management has decreased its shares by 42. In the recent year, Destination Wealth Management has increased its shares by 20.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $10.6K on 2025-12-31. At its peak, it held 3 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $10.6K on 2025-12-31. At its lowest, it held 3 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $10.6K on 2025-12-31.