Compass Financial Group, Inc.'s ownership history for IWV

Compass Financial Group, Inc. currently holds 50.7K shares with a market value of $18.8M. It started holding IWV on 2024-09-30. At its peak, it held 58.4K shares on 2024-09-30. Its highest holding value was $20.0M on 2025-06-30. At its lowest, it held 50.7K shares on 2026-03-31, with a value of $18.2M on 2025-03-31. In the recent 180 days, Compass Financial Group, Inc. has decreased its shares by 1.4K. In the recent year, Compass Financial Group, Inc. has decreased its shares by 6.5K.