Stonebridge Financial Planning Group, LLC's ownership history for IWY

Stonebridge Financial Planning Group, LLC currently holds 59.9K shares with a market value of $14.9M. It started holding IWY on 2024-09-30. At its peak, it held 67.3K shares on 2024-09-30. Its highest holding value was $17.2M on 2025-12-31. At its lowest, it held 59.9K shares on 2026-03-31, with a value of $13.4M on 2025-03-31. In the recent 180 days, Stonebridge Financial Planning Group, LLC has decreased its shares by 2.6K. In the recent year, Stonebridge Financial Planning Group, LLC has decreased its shares by 3.8K.