Bordeaux Wealth Advisors LLC's ownership history for IWR

Bordeaux Wealth Advisors LLC currently holds 5.1K shares with a market value of $470.7K. It started holding IWR on 2024-09-30. At its peak, it held 5.1K shares on 2024-09-30. Its highest holding value was $470.7K on 2025-06-30. At its lowest, it held 5.1K shares on 2024-09-30, with a value of $435.4K on 2025-03-31. In the recent 180 days, Bordeaux Wealth Advisors LLC has increased its shares by 0.