Shepherd Financial Partners LLC's ownership history for IWM

Shepherd Financial Partners LLC currently holds 2.6K shares with a market value of $626.0K. It started holding IWM on 2024-09-30. At its peak, it held 2.7K shares on 2025-03-31. Its highest holding value was $626.0K on 2025-09-30. At its lowest, it held 2.6K shares on 2024-09-30, with a value of $535.8K on 2025-03-31. In the recent 180 days, Shepherd Financial Partners LLC has decreased its shares by 99. In the recent year, Shepherd Financial Partners LLC has increased its shares by 0.