Connecticut Wealth Management, LLC's ownership history for IYJ

Connecticut Wealth Management, LLC currently holds 1.6K shares with a market value of $242.3K. It started holding IYJ on 2025-09-30. At its peak, it held 1.8K shares on 2025-09-30. Its highest holding value was $262.3K on 2025-09-30. At its lowest, it held 1.6K shares on 2025-12-31, with a value of $242.3K on 2026-03-31. In the recent 180 days, Connecticut Wealth Management, LLC has decreased its shares by 156.