Dougherty Wealth Advisers LLC's ownership history for IWS

Dougherty Wealth Advisers LLC currently holds 918 shares with a market value of $129.5K. It started holding IWS on 2024-09-30. At its peak, it held 5.4K shares on 2025-03-31. Its highest holding value was $682.0K on 2025-03-31. At its lowest, it held 918 shares on 2025-12-31, with a value of $129.5K on 2025-12-31. In the recent 180 days, Dougherty Wealth Advisers LLC has decreased its shares by 147. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 3.7K.