Summit Financial, LLC's ownership history for IWF

Summit Financial, LLC currently holds 37.3K shares with a market value of $17.5M. It started holding IWF on 2024-09-30. At its peak, it held 38.9K shares on 2025-03-31. Its highest holding value was $17.5M on 2025-09-30. At its lowest, it held 34.9K shares on 2024-09-30, with a value of $13.1M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has decreased its shares by 1.6K. In the recent year, Summit Financial, LLC has increased its shares by 2.4K.