Blue Zone Wealth Advisors, LLC's ownership history for IWR

Blue Zone Wealth Advisors, LLC currently holds 4.2K shares with a market value of $401.8K. It started holding IWR on 2024-09-30. At its peak, it held 4.2K shares on 2024-12-31. Its highest holding value was $401.8K on 2025-09-30. At its lowest, it held 4.1K shares on 2025-03-31, with a value of $352.0K on 2025-03-31. In the recent 180 days, Blue Zone Wealth Advisors, LLC has increased its shares by 24. In the recent year, Blue Zone Wealth Advisors, LLC has decreased its shares by 27.