Connecticut Wealth Management, LLC's ownership history for IYW

Connecticut Wealth Management, LLC currently holds 18.4K shares with a market value of $3.3M. It started holding IYW on 2024-12-31. At its peak, it held 18.8K shares on 2024-12-31. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 18.2K shares on 2025-03-31, with a value of $2.6M on 2025-03-31. In the recent 180 days, Connecticut Wealth Management, LLC has increased its shares by 155. In the recent year, Connecticut Wealth Management, LLC has increased its shares by 155.