Balance Wealth, LLC's ownership history for IYW

Balance Wealth, LLC currently holds 8.5K shares with a market value of $1.7M. It started holding IYW on 2025-03-31. At its peak, it held 12.7K shares on 2025-03-31. Its highest holding value was $2.1M on 2025-06-30. At its lowest, it held 8.5K shares on 2025-09-30, with a value of $1.7M on 2025-09-30. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 4.2K.