Summit Financial, LLC's ownership history for IWY

Summit Financial, LLC currently holds 18.7K shares with a market value of $4.7M. It started holding IWY on 2024-12-31. At its peak, it held 18.7K shares on 2026-03-31. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 16.6K shares on 2025-12-31, with a value of $3.8M on 2025-03-31. In the recent 180 days, Summit Financial, LLC has increased its shares by 1.2K. In the recent year, Summit Financial, LLC has increased its shares by 653.