WealthPlan Investment Management, LLC's ownership history for IYW

WealthPlan Investment Management, LLC currently holds 5.8K shares with a market value of $1.1M. It started holding IYW on 2025-06-30. At its peak, it held 18.1K shares on 2025-06-30. Its highest holding value was $3.1M on 2025-06-30. At its lowest, it held 5.8K shares on 2026-03-31, with a value of $1.1M on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 691.