Harbor Asset Planning, Inc.'s ownership history for IWR

Harbor Asset Planning, Inc. currently holds 9.2K shares with a market value of $883.6K. It started holding IWR on 2025-06-30. At its peak, it held 9.2K shares on 2025-12-31. Its highest holding value was $883.6K on 2025-12-31. At its lowest, it held 9.1K shares on 2025-06-30, with a value of $838.0K on 2025-06-30. In the recent 180 days, Harbor Asset Planning, Inc. has increased its shares by 68.