Goldstein Advisors, LLC's ownership history for IWM

Goldstein Advisors, LLC currently holds 2.9K shares with a market value of $717.8K. It started holding IWM on 2024-09-30. At its peak, it held 3.4K shares on 2025-06-30. Its highest holding value was $740.4K on 2025-06-30. At its lowest, it held 2.6K shares on 2025-09-30, with a value of $589.5K on 2025-03-31. In the recent 180 days, Goldstein Advisors, LLC has decreased its shares by 515. In the recent year, Goldstein Advisors, LLC has decreased its shares by 39.