XML Financial, LLC's ownership history for IYW

XML Financial, LLC currently holds 3.4K shares with a market value of $608.1K. It started holding IYW on 2024-12-31. At its peak, it held 4.4K shares on 2024-12-31. Its highest holding value was $701.3K on 2024-12-31. At its lowest, it held 3.4K shares on 2025-06-30, with a value of $472.7K on 2025-03-31. In the recent 180 days, XML Financial, LLC has increased its shares by 0. In the recent year, XML Financial, LLC has decreased its shares by 14.