Marshall & Sterling Wealth Advisors Inc.'s ownership history for IWM

Marshall & Sterling Wealth Advisors Inc. currently holds 586 shares with a market value of $145.4K. It started holding IWM on 2024-12-31. At its peak, it held 700 shares on 2025-06-30. Its highest holding value was $169.2K on 2025-09-30. At its lowest, it held 585 shares on 2024-12-31, with a value of $129.2K on 2024-12-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 114. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 113.