LYELL WEALTH MANAGEMENT, LP's ownership history for IWV

LYELL WEALTH MANAGEMENT, LP currently holds 900 shares with a market value of $333.6K. It started holding IWV on 2024-09-30. At its peak, it held 1.1K shares on 2024-09-30. Its highest holding value was $444.9K on 2025-12-31. At its lowest, it held 900 shares on 2026-03-31, with a value of $333.6K on 2026-03-31. In the recent 180 days, LYELL WEALTH MANAGEMENT, LP has decreased its shares by 250. In the recent year, LYELL WEALTH MANAGEMENT, LP has decreased its shares by 250.