Summit Financial, LLC's ownership history for IWY

Summit Financial, LLC currently holds 17.5K shares with a market value of $4.8M. It started holding IWY on 2024-12-31. At its peak, it held 18.1K shares on 2025-03-31. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 17.5K shares on 2025-09-30, with a value of $3.8M on 2025-03-31. In the recent 180 days, Summit Financial, LLC has decreased its shares by 550.