Bordeaux Wealth Advisors LLC's ownership history for IWF

Bordeaux Wealth Advisors LLC currently holds 2.2K shares with a market value of $913.7K. It started holding IWF on 2024-09-30. At its peak, it held 2.2K shares on 2024-09-30. Its highest holding value was $913.7K on 2025-06-30. At its lowest, it held 2.2K shares on 2025-06-30, with a value of $793.3K on 2025-03-31. In the recent 180 days, Bordeaux Wealth Advisors LLC has decreased its shares by 45.