West Financial Advisors, LLC's ownership history for IWM

West Financial Advisors, LLC currently holds 498 shares with a market value of $122.6K. It started holding IWM on 2024-09-30. At its peak, it held 805 shares on 2024-12-31. Its highest holding value was $177.9K on 2024-12-31. At its lowest, it held 498 shares on 2025-12-31, with a value of $112.4K on 2025-06-30. In the recent 180 days, West Financial Advisors, LLC has decreased its shares by 23. In the recent year, West Financial Advisors, LLC has decreased its shares by 307.