MERITAGE PORTFOLIO MANAGEMENT's ownership history for IWV

MERITAGE PORTFOLIO MANAGEMENT currently holds 811 shares with a market value of $313.7K. It started holding IWV on 2024-09-30. At its peak, it held 818 shares on 2025-09-30. Its highest holding value was $313.7K on 2025-12-31. At its lowest, it held 709 shares on 2024-09-30, with a value of $232 on 2024-09-30. In the recent 180 days, MERITAGE PORTFOLIO MANAGEMENT has increased its shares by 102. In the recent year, MERITAGE PORTFOLIO MANAGEMENT has increased its shares by 102.