Litman Gregory Wealth Management LLC's ownership history for IWR

Litman Gregory Wealth Management LLC currently holds 25.7K shares with a market value of $2.5M. It started holding IWR on 2024-09-30. At its peak, it held 25.7K shares on 2025-06-30. Its highest holding value was $2.5M on 2025-09-30. At its lowest, it held 24.9K shares on 2024-09-30, with a value of $2.2M on 2025-03-31. In the recent 180 days, Litman Gregory Wealth Management LLC has increased its shares by 177. In the recent year, Litman Gregory Wealth Management LLC has increased its shares by 742.