Carter Financial Group, INC.'s ownership history for IWV

Carter Financial Group, INC. currently holds 3.1K shares with a market value of $1.2M. It started holding IWV on 2025-06-30. At its peak, it held 3.1K shares on 2025-06-30. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 3.1K shares on 2025-06-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, Carter Financial Group, INC. has increased its shares by 0.