Litman Gregory Wealth Management LLC's ownership history for IWF

Litman Gregory Wealth Management LLC currently holds 991 shares with a market value of $464.0K. It started holding IWF on 2024-09-30. At its peak, it held 5.3K shares on 2025-06-30. Its highest holding value was $2.3M on 2025-06-30. At its lowest, it held 791 shares on 2024-09-30, with a value of $285.5K on 2025-03-31. In the recent 180 days, Litman Gregory Wealth Management LLC has increased its shares by 200. In the recent year, Litman Gregory Wealth Management LLC has increased its shares by 200.