PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IWV

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 473 shares with a market value of $179.2K. It started holding IWV on 2024-09-30. At its peak, it held 473 shares on 2024-09-30. Its highest holding value was $179.2K on 2025-09-30. At its lowest, it held 473 shares on 2024-09-30, with a value of $150.2K on 2025-03-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 0. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 0.