GoalVest Advisory LLC's ownership history for IYW

GoalVest Advisory LLC currently holds 270 shares with a market value of $52.9K. It started holding IYW on 2024-09-30. At its peak, it held 270 shares on 2024-09-30. Its highest holding value was $52.9K on 2025-09-30. At its lowest, it held 270 shares on 2024-09-30, with a value of $37.9K on 2025-03-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 0. In the recent year, GoalVest Advisory LLC has increased its shares by 0.