Ashford Advisors, LLC's ownership history for IWV

Ashford Advisors, LLC currently holds 1.8K shares with a market value of $700.3K. It started holding IWV on 2024-09-30. At its peak, it held 6.1K shares on 2025-06-30. Its highest holding value was $700.3K on 2025-09-30. At its lowest, it held 1.8K shares on 2024-12-31, with a value of $387.8K on 2025-06-30. In the recent 180 days, Ashford Advisors, LLC has increased its shares by 0. In the recent year, Ashford Advisors, LLC has decreased its shares by 90.