Prosperity Planning, Inc.'s ownership history for IWV

Prosperity Planning, Inc. currently holds 2.3K shares with a market value of $882.0K. It started holding IWV on 2024-09-30. At its peak, it held 2.8K shares on 2024-09-30. Its highest holding value was $943.6K on 2024-12-31. At its lowest, it held 2.3K shares on 2025-12-31, with a value of $789.3K on 2025-03-31. In the recent 180 days, Prosperity Planning, Inc. has decreased its shares by 205. In the recent year, Prosperity Planning, Inc. has decreased its shares by 543.