Circle Wealth Management, LLC's ownership history for IYG

Circle Wealth Management, LLC currently holds 294.6K shares with a market value of $26.4M. It started holding IYG on 2024-09-30. At its peak, it held 294.6K shares on 2024-09-30. Its highest holding value was $26.4M on 2025-09-30. At its lowest, it held 294.6K shares on 2024-09-30, with a value of $20.9M on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 0. In the recent year, Circle Wealth Management, LLC has increased its shares by 0.