Zhang Financial LLC's ownership history for IWV

Zhang Financial LLC currently holds 9.5K shares with a market value of $3.5M. It started holding IWV on 2024-09-30. At its peak, it held 10.9K shares on 2024-12-31. Its highest holding value was $3.9M on 2025-12-31. At its lowest, it held 9.5K shares on 2026-03-31, with a value of $3.3M on 2025-03-31. In the recent 180 days, Zhang Financial LLC has decreased its shares by 551. In the recent year, Zhang Financial LLC has decreased its shares by 804.