WT Wealth Management's ownership history for IYW

WT Wealth Management currently holds 4.3K shares with a market value of $779.2K. It started holding IYW on 2024-03-31. At its peak, it held 4.3K shares on 2026-03-31. Its highest holding value was $823.1K on 2025-12-31. At its lowest, it held 3.5K shares on 2024-12-31, with a value of $488.9K on 2025-03-31. In the recent 180 days, WT Wealth Management has increased its shares by 449. In the recent year, WT Wealth Management has increased its shares by 814.