Castle Rock Wealth Management, LLC's ownership history for IWV

Castle Rock Wealth Management, LLC currently holds 8.0K shares with a market value of $3.0M. It started holding IWV on 2024-09-30. At its peak, it held 13.4K shares on 2024-12-31. Its highest holding value was $4.7M on 2024-12-31. At its lowest, it held 7.8K shares on 2025-06-30, with a value of $2.8M on 2025-06-30. In the recent 180 days, Castle Rock Wealth Management, LLC has decreased its shares by 3.1K. In the recent year, Castle Rock Wealth Management, LLC has decreased its shares by 4.6K.