Core Wealth Management, Inc.'s ownership history for IWV

Core Wealth Management, Inc. currently holds 769 shares with a market value of $284.9K. It started holding IWV on 2024-09-30. At its peak, it held 1.4K shares on 2024-09-30. Its highest holding value was $527.5K on 2025-12-31. At its lowest, it held 769 shares on 2026-03-31, with a value of $284.9K on 2026-03-31. In the recent 180 days, Core Wealth Management, Inc. has decreased its shares by 608. In the recent year, Core Wealth Management, Inc. has decreased its shares by 608.