Shared Vision Wealth Group LLC's ownership history for IYW

Shared Vision Wealth Group LLC currently holds 7.2K shares with a market value of $1.4M. It started holding IYW on 2024-09-30. At its peak, it held 18.9K shares on 2024-09-30. Its highest holding value was $3.0M on 2025-06-30. At its lowest, it held 7.2K shares on 2025-09-30, with a value of $1.4M on 2025-09-30. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 10.1K. In the recent year, Shared Vision Wealth Group LLC has decreased its shares by 11.8K.