Lakeshore Financial Planning, Inc.'s ownership history for IYW

Lakeshore Financial Planning, Inc. currently holds 18.4K shares with a market value of $3.3M. It started holding IYW on 2024-09-30. At its peak, it held 18.8K shares on 2025-12-31. Its highest holding value was $3.7M on 2025-12-31. At its lowest, it held 2.0K shares on 2024-09-30, with a value of $274.8K on 2025-03-31. In the recent 180 days, Lakeshore Financial Planning, Inc. has increased its shares by 3.2K. In the recent year, Lakeshore Financial Planning, Inc. has increased its shares by 16.5K.