Prosperity Planning, Inc.'s ownership history for IWM

Prosperity Planning, Inc. currently holds 1.4K shares with a market value of $350.9K. It started holding IWM on 2024-09-30. At its peak, it held 1.6K shares on 2024-09-30. Its highest holding value was $381.2K on 2025-09-30. At its lowest, it held 1.4K shares on 2025-12-31, with a value of $314.3K on 2025-03-31. In the recent 180 days, Prosperity Planning, Inc. has decreased its shares by 150. In the recent year, Prosperity Planning, Inc. has decreased its shares by 173.