Center for Financial Planning, Inc.'s ownership history for IWV

Center for Financial Planning, Inc. currently holds 171 shares with a market value of $63.4K. It started holding IWV on 2024-09-30. At its peak, it held 176 shares on 2025-06-30. Its highest holding value was $66.7K on 2025-09-30. At its lowest, it held 26 shares on 2024-09-30, with a value of $8.5K on 2024-09-30. In the recent 180 days, Center for Financial Planning, Inc. has decreased its shares by 5. In the recent year, Center for Financial Planning, Inc. has increased its shares by 115.