Capital Planning Advisors, LLC's ownership history for IWF

Capital Planning Advisors, LLC currently holds 65.1K shares with a market value of $30.8M. It started holding IWF on 2024-09-30. At its peak, it held 70.3K shares on 2024-12-31. Its highest holding value was $30.8M on 2025-12-31. At its lowest, it held 64.0K shares on 2025-09-30, with a value of $24.7M on 2025-03-31. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 261. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 5.2K.