Nelson Capital Management, LLC's ownership history for IWM

Nelson Capital Management, LLC currently holds 830 shares with a market value of $204.3K. It started holding IWM on 2024-09-30. At its peak, it held 906 shares on 2024-09-30. Its highest holding value was $204.3K on 2025-12-31. At its lowest, it held 830 shares on 2025-09-30, with a value of $200.1K on 2024-09-30. In the recent 180 days, Nelson Capital Management, LLC has decreased its shares by 76.