Orgel Wealth Management, LLC's ownership history for IWM

Orgel Wealth Management, LLC currently holds 6.6K shares with a market value of $1.6M. It started holding IWM on 2024-09-30. At its peak, it held 6.7K shares on 2025-06-30. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 6.5K shares on 2025-12-31, with a value of $1.3M on 2025-03-31. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 39. In the recent year, Orgel Wealth Management, LLC has increased its shares by 13.