Shepherd Financial Partners LLC's ownership history for IYW

Shepherd Financial Partners LLC currently holds 19.0K shares with a market value of $3.4M. It started holding IYW on 2025-03-31. At its peak, it held 90.8K shares on 2025-06-30. Its highest holding value was $15.7M on 2025-06-30. At its lowest, it held 19.0K shares on 2026-03-31, with a value of $3.4M on 2026-03-31. In the recent 180 days, Shepherd Financial Partners LLC has decreased its shares by 13.8K. In the recent year, Shepherd Financial Partners LLC has decreased its shares by 69.3K.