Total Wealth Planning, LLC's ownership history for IWF

Total Wealth Planning, LLC currently holds 32.1K shares with a market value of $15.0M. It started holding IWF on 2024-09-30. At its peak, it held 32.1K shares on 2025-09-30. Its highest holding value was $15.0M on 2025-09-30. At its lowest, it held 7.1K shares on 2025-03-31, with a value of $2.5M on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 25.1K. In the recent year, Total Wealth Planning, LLC has increased its shares by 24.7K.