Tempus Wealth Planning, LLC's ownership history for IYW

Tempus Wealth Planning, LLC currently holds 14.2K shares with a market value of $2.8M. It started holding IYW on 2024-09-30. At its peak, it held 17.0K shares on 2025-06-30. Its highest holding value was $2.9M on 2025-06-30. At its lowest, it held 14.2K shares on 2025-12-31, with a value of $2.4M on 2025-03-31. In the recent 180 days, Tempus Wealth Planning, LLC has decreased its shares by 2.9K. In the recent year, Tempus Wealth Planning, LLC has decreased its shares by 2.3K.