Regent Peak Wealth Advisors LLC's ownership history for IWF

Regent Peak Wealth Advisors LLC currently holds 39.6K shares with a market value of $18.7M. It started holding IWF on 2024-09-30. At its peak, it held 40.2K shares on 2024-12-31. Its highest holding value was $18.8M on 2025-09-30. At its lowest, it held 33.0K shares on 2024-09-30, with a value of $12.4M on 2024-09-30. In the recent 180 days, Regent Peak Wealth Advisors LLC has increased its shares by 200. In the recent year, Regent Peak Wealth Advisors LLC has increased its shares by 6.6K.