Ellis Investment Partners, LLC's ownership history for IWM

Ellis Investment Partners, LLC currently holds 2.7K shares with a market value of $671.9K. It started holding IWM on 2024-09-30. At its peak, it held 2.9K shares on 2025-09-30. Its highest holding value was $706.7K on 2025-09-30. At its lowest, it held 2.1K shares on 2024-09-30, with a value of $450.7K on 2025-03-31. In the recent 180 days, Ellis Investment Partners, LLC has decreased its shares by 211. In the recent year, Ellis Investment Partners, LLC has increased its shares by 449.