Soltis Investment Advisors LLC's ownership history for IWM

Soltis Investment Advisors LLC currently holds 7.2K shares with a market value of $1.8M. It started holding IWM on 2024-09-30. At its peak, it held 7.2K shares on 2026-03-31. Its highest holding value was $1.8M on 2026-03-31. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $1.1M on 2024-09-30. In the recent 180 days, Soltis Investment Advisors LLC has increased its shares by 1.5K. In the recent year, Soltis Investment Advisors LLC has increased its shares by 1.3K.

It has also owned 13 contracts of calls, with the market value of the underlying securities totaling $322.4K on 2025-09-30. At its peak, it held 25 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $322.4K on 2026-03-31. At its lowest, it held 13 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $215.4K on 2025-09-30.