Wells Financial Advisors INC's ownership history for IYW

Wells Financial Advisors INC currently holds 625 shares with a market value of $113.4K. It started holding IYW on 2024-12-31. At its peak, it held 1.3K shares on 2025-06-30. Its highest holding value was $253.6K on 2025-09-30. At its lowest, it held 625 shares on 2025-12-31, with a value of $113.4K on 2026-03-31. In the recent 180 days, Wells Financial Advisors INC has decreased its shares by 670. In the recent year, Wells Financial Advisors INC has decreased its shares by 400.