Selective Wealth Management, Inc.'s ownership history for IWF

Selective Wealth Management, Inc. currently holds 3.6K shares with a market value of $1.7M. It started holding IWF on 2024-09-30. At its peak, it held 4.7K shares on 2024-12-31. Its highest holding value was $1.9M on 2024-12-31. At its lowest, it held 3.6K shares on 2025-06-30, with a value of $1.3M on 2025-03-31. In the recent 180 days, Selective Wealth Management, Inc. has decreased its shares by 58. In the recent year, Selective Wealth Management, Inc. has decreased its shares by 937.