Whelan Financial's ownership history for IWY

Whelan Financial currently holds 9.8K shares with a market value of $2.7M. It started holding IWY on 2024-09-30. At its peak, it held 10.1K shares on 2025-06-30. Its highest holding value was $2.7M on 2025-09-30. At its lowest, it held 7.3K shares on 2025-03-31, with a value of $1.5M on 2025-03-31. In the recent 180 days, Whelan Financial has increased its shares by 2.5K. In the recent year, Whelan Financial has increased its shares by 2.5K.