SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for IWF

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 10.5K shares with a market value of $4.5M. It started holding IWF on 2024-09-30. At its peak, it held 11.5K shares on 2024-12-31. Its highest holding value was $5.2M on 2025-09-30. At its lowest, it held 10.5K shares on 2026-03-31, with a value of $4.0M on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 637. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 910.