Monte Financial Group, LLC's ownership history for IWM

Monte Financial Group, LLC currently holds 1.4K shares with a market value of $338.0K. It started holding IWM on 2025-09-30. At its peak, it held 1.4K shares on 2026-03-31. Its highest holding value was $338.0K on 2026-03-31. At its lowest, it held 1.2K shares on 2025-09-30, with a value of $290.1K on 2025-09-30. In the recent 180 days, Monte Financial Group, LLC has increased its shares by 164.