PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IWD

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 9.3K shares with a market value of $2.0M. It started holding IWD on 2024-09-30. At its peak, it held 10.7K shares on 2024-09-30. Its highest holding value was $2.0M on 2024-09-30. At its lowest, it held 9.3K shares on 2025-12-31, with a value of $1.9M on 2025-09-30. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 830. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 1.3K.