BEACON FINANCIAL GROUP's ownership history for IWV

BEACON FINANCIAL GROUP currently holds 5.2K shares with a market value of $2.0M. It started holding IWV on 2024-09-30. At its peak, it held 5.5K shares on 2024-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 5.2K shares on 2025-09-30, with a value of $1.7M on 2025-03-31. In the recent 180 days, BEACON FINANCIAL GROUP has decreased its shares by 90. In the recent year, BEACON FINANCIAL GROUP has decreased its shares by 255.