Connecticut Wealth Management, LLC's ownership history for IWF


Connecticut Wealth Management, LLC currently holds 29.1K shares with a market value of $12.4M. It started holding IWF on 2024-12-31. At its peak, it held 29.9K shares on 2025-09-30. Its highest holding value was $14.0M on 2025-09-30. At its lowest, it held 28.5K shares on 2025-12-31, with a value of $10.3M on 2025-03-31. In the recent 180 days, Connecticut Wealth Management, LLC has decreased its shares by 792. In the recent year, Connecticut Wealth Management, LLC has increased its shares by 442.


Connecticut Wealth Management, LLC's ownership history for IWF