Modern Wealth Management, LLC's ownership history for IWM

Modern Wealth Management, LLC currently holds 31.7K shares with a market value of $7.7M. It started holding IWM on 2024-09-30. At its peak, it held 33.5K shares on 2025-06-30. Its highest holding value was $7.7M on 2025-09-30. At its lowest, it held 4.0K shares on 2024-09-30, with a value of $874.0K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 396. In the recent year, Modern Wealth Management, LLC has increased its shares by 27.8K.