Lutz Financial Services LLC's ownership history for IWM

Lutz Financial Services LLC currently holds 3.6K shares with a market value of $882.5K. It started holding IWM on 2024-09-30. At its peak, it held 3.7K shares on 2024-12-31. Its highest holding value was $882.5K on 2025-09-30. At its lowest, it held 3.6K shares on 2024-09-30, with a value of $727.6K on 2025-03-31. In the recent 180 days, Lutz Financial Services LLC has increased its shares by 0. In the recent year, Lutz Financial Services LLC has increased its shares by 34.