Lakeridge Wealth Management LLC's ownership history for IYW

Lakeridge Wealth Management LLC currently holds 16.0K shares with a market value of $2.9M. It started holding IYW on 2025-09-30. At its peak, it held 17.4K shares on 2025-09-30. Its highest holding value was $3.4M on 2025-09-30. At its lowest, it held 15.9K shares on 2025-12-31, with a value of $2.9M on 2026-03-31. In the recent 180 days, Lakeridge Wealth Management LLC has decreased its shares by 1.4K.