Simplicity Wealth,LLC's ownership history for IWM


Simplicity Wealth,LLC currently holds 16.8K shares with a market value of $4.1M. It started holding IWM on 2024-09-30. At its peak, it held 16.8K shares on 2025-09-30. Its highest holding value was $4.1M on 2025-09-30. At its lowest, it held 3.8K shares on 2024-12-31, with a value of $839.6K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 7.7K. In the recent year, Simplicity Wealth,LLC has increased its shares by 10.6K.


Simplicity Wealth,LLC's ownership history for IWM