Forum Private Client Group LLC's ownership history for IWY

Forum Private Client Group LLC currently holds 87.8K shares with a market value of $21.9M. It started holding IWY on 2024-09-30. At its peak, it held 87.8K shares on 2026-03-31. Its highest holding value was $23.1M on 2025-12-31. At its lowest, it held 67.2K shares on 2024-12-31, with a value of $14.5M on 2025-03-31. In the recent 180 days, Forum Private Client Group LLC has increased its shares by 3.8K. In the recent year, Forum Private Client Group LLC has increased its shares by 19.2K.