Everhart Financial Group, Inc.'s ownership history for IWM

Everhart Financial Group, Inc. currently holds 2.6K shares with a market value of $640.6K. It started holding IWM on 2024-09-30. At its peak, it held 3.2K shares on 2025-03-31. Its highest holding value was $645.8K on 2025-03-31. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $505.9K on 2024-09-30. In the recent 180 days, Everhart Financial Group, Inc. has decreased its shares by 74. In the recent year, Everhart Financial Group, Inc. has decreased its shares by 654.