Montz Harcus Wealth Management LLC's ownership history for IWF

Montz Harcus Wealth Management LLC currently holds 630 shares with a market value of $295.0K. It started holding IWF on 2024-09-30. At its peak, it held 630 shares on 2025-09-30. Its highest holding value was $295.0K on 2025-09-30. At its lowest, it held 627 shares on 2024-09-30, with a value of $227.0K on 2025-03-31. In the recent 180 days, Montz Harcus Wealth Management LLC has increased its shares by 1. In the recent year, Montz Harcus Wealth Management LLC has increased its shares by 3.