Pathstone Holdings, LLC's ownership history for IWM

Pathstone Holdings, LLC currently holds 786.5K shares with a market value of $195.1M. It started holding IWM on 2024-09-30. At its peak, it held 935.4K shares on 2024-09-30. Its highest holding value was $217.8M on 2025-09-30. At its lowest, it held 786.5K shares on 2026-03-31, with a value of $180.5M on 2025-03-31. In the recent 180 days, Pathstone Holdings, LLC has decreased its shares by 115.5K. In the recent year, Pathstone Holdings, LLC has decreased its shares by 117.9K.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $64.4K on 2024-09-30. At its peak, it held 40 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $64.4K on 2025-12-31. At its lowest, it held 17 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $3.8K on 2025-03-31. In the recent 180 days, Pathstone Holdings, LLC has decreased its holdings by 20 contracts.