Burt Wealth Advisors's ownership history for IWV

Burt Wealth Advisors currently holds 1.4K shares with a market value of $516.9K. It started holding IWV on 2024-09-30. At its peak, it held 1.7K shares on 2024-09-30. Its highest holding value was $557.7K on 2024-09-30. At its lowest, it held 1.4K shares on 2024-12-31, with a value of $433.3K on 2025-03-31. In the recent 180 days, Burt Wealth Advisors has increased its shares by 0. In the recent year, Burt Wealth Advisors has decreased its shares by 343.