U.S. Capital Wealth Advisors, LLC's ownership history for IEF

U.S. Capital Wealth Advisors, LLC currently holds 186.1K shares with a market value of $17.8M. It started holding IEF on 2024-09-30. At its peak, it held 186.1K shares on 2026-03-31. Its highest holding value was $17.8M on 2026-03-31. At its lowest, it held 171.7K shares on 2025-12-31, with a value of $16.5M on 2024-12-31. In the recent 180 days, U.S. Capital Wealth Advisors, LLC has increased its shares by 12.5K. In the recent year, U.S. Capital Wealth Advisors, LLC has increased its shares by 12.4K.