Shakespeare Wealth Management, LLC's ownership history for IWV

Shakespeare Wealth Management, LLC currently holds 1.2K shares with a market value of $429.2K. It started holding IWV on 2024-09-30. At its peak, it held 1.3K shares on 2024-09-30. Its highest holding value was $467.1K on 2025-09-30. At its lowest, it held 1.2K shares on 2026-03-31, with a value of $401.0K on 2025-03-31. In the recent 180 days, Shakespeare Wealth Management, LLC has decreased its shares by 75. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 104.