Balance Wealth, LLC's ownership history for IWB

Balance Wealth, LLC currently holds 4.3K shares with a market value of $1.6M. It started holding IWB on 2025-03-31. At its peak, it held 4.4K shares on 2025-03-31. Its highest holding value was $1.6M on 2025-09-30. At its lowest, it held 4.3K shares on 2025-09-30, with a value of $1.4M on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 164.