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

Smith & Howard Wealth Management, LLC currently holds 45.4K shares with a market value of $4.4M. It started holding IWR on 2024-09-30. At its peak, it held 45.9K shares on 2025-06-30. Its highest holding value was $4.4M on 2025-09-30. 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 505. In the recent year, Smith & Howard Wealth Management, LLC has increased its shares by 2.6K.

It has also owned 3 contracts of puts, with the market value of the underlying securities totaling $27.9K on 2025-09-30. At its peak, 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. 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.