Philip James Wealth Mangement, LLC's ownership history for IWV

Philip James Wealth Mangement, LLC currently holds 662 shares with a market value of $251.0K. It started holding IWV on 2024-09-30. At its peak, it held 662 shares on 2025-09-30. Its highest holding value was $251.0K on 2025-09-30. At its lowest, it held 655 shares on 2024-09-30, with a value of $209.4K on 2025-03-31. In the recent 180 days, Philip James Wealth Mangement, LLC has increased its shares by 3.