Lion Street Advisors, LLC's ownership history for IYJ

Lion Street Advisors, LLC currently holds 1.8K shares with a market value of $204.1K. It started holding IYJ on 2024-09-30. At its peak, it held 1.8K shares on 2025-09-30. Its highest holding value was $231.8K on 2025-06-30. At its lowest, it held 1.6K shares on 2025-03-31, with a value of $204.1K on 2025-09-30. In the recent 180 days, Lion Street Advisors, LLC has increased its shares by 206. In the recent year, Lion Street Advisors, LLC has increased its shares by 158.