Lutz Financial Services LLC's ownership history for IWV

Lutz Financial Services LLC currently holds 11.9K shares with a market value of $4.4M. It started holding IWV on 2024-09-30. At its peak, it held 14.2K shares on 2024-09-30. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 11.9K shares on 2026-03-31, with a value of $4.2M on 2025-03-31. In the recent 180 days, Lutz Financial Services LLC has decreased its shares by 812. In the recent year, Lutz Financial Services LLC has decreased its shares by 1.4K.