Beta Wealth Group, Inc.'s ownership history for IWM

Beta Wealth Group, Inc. currently holds 2.6K shares with a market value of $634.9K. It started holding IWM on 2025-09-30. At its peak, it held 2.7K shares on 2025-09-30. Its highest holding value was $649.1K on 2025-09-30. At its lowest, it held 2.6K shares on 2025-12-31, with a value of $634.9K on 2025-12-31.