Concord Wealth Partners's ownership history for IWV

Concord Wealth Partners currently holds 262 shares with a market value of $101.3K. It started holding IWV on 2024-09-30. At its peak, it held 262 shares on 2025-06-30. Its highest holding value was $101.3K on 2025-12-31. At its lowest, it held 261 shares on 2024-09-30, with a value of $82.9K on 2025-03-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 0. In the recent year, Concord Wealth Partners has increased its shares by 1.