Waldron Private Wealth LLC's ownership history for IYW

Waldron Private Wealth LLC currently holds 1.3K shares with a market value of $230.8K. It started holding IYW on 2025-09-30. At its peak, it held 1.3K shares on 2025-09-30. Its highest holding value was $254.0K on 2025-12-31. At its lowest, it held 1.3K shares on 2025-09-30, with a value of $230.8K on 2026-03-31. In the recent 180 days, Waldron Private Wealth LLC has increased its shares by 0.