GoalVest Advisory LLC's ownership history for IWM

GoalVest Advisory LLC currently holds 785 shares with a market value of $194.7K. It started holding IWM on 2024-09-30. At its peak, it held 1.1K shares on 2025-06-30. Its highest holding value was $256.7K on 2025-09-30. At its lowest, it held 321 shares on 2024-09-30, with a value of $64.0K on 2025-03-31. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 276. In the recent year, GoalVest Advisory LLC has increased its shares by 464.