Dougherty Wealth Advisers LLC's ownership history for IWM

Dougherty Wealth Advisers LLC currently holds 1.7K shares with a market value of $422.5K. It started holding IWM on 2024-09-30. At its peak, it held 1.7K shares on 2025-12-31. Its highest holding value was $422.5K on 2025-12-31. At its lowest, it held 177 shares on 2024-09-30, with a value of $35.4K on 2025-03-31. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 1.5K. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 1.5K.