Partners in Financial Planning's ownership history for IWV

Partners in Financial Planning currently holds 611 shares with a market value of $231.5K. It started holding IWV on 2021-06-30. At its peak, it held 891 shares on 2021-06-30. Its highest holding value was $297.8K on 2024-12-31. At its lowest, it held 611 shares on 2025-06-30, with a value of $204.0K on 2022-09-30. In the recent 180 days, Partners in Financial Planning has decreased its shares by 280. In the recent year, Partners in Financial Planning has decreased its shares by 280.