Occidental Asset Management, LLC's ownership history for IYW

Occidental Asset Management, LLC currently holds 4.5K shares with a market value of $817.5K. It started holding IYW on 2024-09-30. At its peak, it held 4.9K shares on 2025-09-30. Its highest holding value was $951.9K on 2025-09-30. At its lowest, it held 4.5K shares on 2026-03-31, with a value of $677.4K on 2025-03-31. In the recent 180 days, Occidental Asset Management, LLC has decreased its shares by 354. In the recent year, Occidental Asset Management, LLC has decreased its shares by 318.