SIMA Wealth Partners, LLC's ownership history for IYW

SIMA Wealth Partners, LLC currently holds 850 shares with a market value of $214.4K. It started holding IYW on 2024-06-30. At its peak, it held 900 shares on 2024-06-30. Its highest holding value was $214.4K on 2026-06-30. At its lowest, it held 850 shares on 2026-03-31, with a value of $126.4K on 2025-03-31. In the recent 180 days, SIMA Wealth Partners, LLC has decreased its shares by 50. In the recent year, SIMA Wealth Partners, LLC has decreased its shares by 50.