Smith & Howard Wealth Management, LLC's ownership history for IWR

Smith & Howard Wealth Management, LLC currently holds 55.0K shares with a market value of $5.3M. It started holding IWR on 2024-09-30. At its peak, it held 55.0K shares on 2026-03-31. Its highest holding value was $5.3M on 2026-03-31. At its lowest, it held 41.6K shares on 2024-12-31, with a value of $3.7M on 2024-12-31. In the recent 180 days, Smith & Howard Wealth Management, LLC has increased its shares by 9.6K. In the recent year, Smith & Howard Wealth Management, LLC has increased its shares by 10.1K.

It has also owned 5 contracts of puts, with the market value of the underlying securities totaling $46.5K on 2025-09-30. At its peak, it held 5 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $46.5K on 2025-12-31. At its lowest, it held 3 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $27.9K on 2025-09-30.