Octavia Wealth Advisors, LLC's ownership history for IWM

Octavia Wealth Advisors, LLC currently holds 1.7K shares with a market value of $414.2K. It started holding IWM on 2024-09-30. At its peak, it held 2.3K shares on 2025-03-31. Its highest holding value was $493.8K on 2024-12-31. At its lowest, it held 1.7K shares on 2025-09-30, with a value of $402.4K on 2025-06-30. In the recent 180 days, Octavia Wealth Advisors, LLC has decreased its shares by 546. In the recent year, Octavia Wealth Advisors, LLC has decreased its shares by 523.