LWM ADVISORS INC's ownership history for IWF

LWM ADVISORS INC currently holds 49.7K shares with a market value of $23.5M. It started holding IWF on 2024-12-31. At its peak, it held 54.2K shares on 2024-12-31. Its highest holding value was $23.6M on 2025-09-30. At its lowest, it held 49.7K shares on 2025-12-31, with a value of $19.5M on 2025-03-31. In the recent 180 days, LWM ADVISORS INC has decreased its shares by 1.7K. In the recent year, LWM ADVISORS INC has decreased its shares by 4.5K.