Occidental Asset Management, LLC's ownership history for IWF

Occidental Asset Management, LLC currently holds 35.7K shares with a market value of $15.2M. It started holding IWF on 2024-09-30. At its peak, it held 45.4K shares on 2024-09-30. Its highest holding value was $20.1M on 2025-12-31. At its lowest, it held 35.7K shares on 2026-03-31, with a value of $15.2M on 2026-03-31. In the recent 180 days, Occidental Asset Management, LLC has decreased its shares by 6.8K. In the recent year, Occidental Asset Management, LLC has decreased its shares by 7.2K.