Smith Salley Wealth Management's ownership history for IWV

Smith Salley Wealth Management currently holds 3.2K shares with a market value of $1.2M. It started holding IWV on 2024-09-30. At its peak, it held 3.2K shares on 2025-06-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 3.2K shares on 2024-09-30, with a value of $1.0M on 2025-03-31. In the recent 180 days, Smith Salley Wealth Management has decreased its shares by 21. In the recent year, Smith Salley Wealth Management has increased its shares by 30.