Holistic Financial Partners's ownership history for IWF

Holistic Financial Partners currently holds 22.6K shares with a market value of $10.7M. It started holding IWF on 2024-09-30. At its peak, it held 23.0K shares on 2024-09-30. Its highest holding value was $10.7M on 2025-12-31. At its lowest, it held 22.4K shares on 2025-09-30, with a value of $8.3M on 2025-03-31. In the recent 180 days, Holistic Financial Partners has decreased its shares by 366. In the recent year, Holistic Financial Partners has decreased its shares by 387.