Circle Wealth Management, LLC's ownership history for IWV

Circle Wealth Management, LLC currently holds 22.2K shares with a market value of $8.4M. It started holding IWV on 2024-09-30. At its peak, it held 22.2K shares on 2025-09-30. Its highest holding value was $8.4M on 2025-09-30. At its lowest, it held 22.1K shares on 2024-09-30, with a value of $7.0M on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 42. In the recent year, Circle Wealth Management, LLC has increased its shares by 42.