Summit Wealth Group, LLC's ownership history for IWM

Summit Wealth Group, LLC currently holds 1.8K shares with a market value of $451.5K. It started holding IWM on 2025-06-30. At its peak, it held 2.1K shares on 2025-06-30. Its highest holding value was $481.3K on 2025-09-30. At its lowest, it held 1.8K shares on 2025-12-31, with a value of $459 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 292.