Everhart Financial Group, Inc.'s ownership history for IYW

Everhart Financial Group, Inc. currently holds 1.2K shares with a market value of $242.4K. It started holding IYW on 2024-09-30. At its peak, it held 1.8K shares on 2025-06-30. Its highest holding value was $349.4K on 2025-09-30. At its lowest, it held 1.2K shares on 2025-12-31, with a value of $242.4K on 2025-12-31. In the recent 180 days, Everhart Financial Group, Inc. has decreased its shares by 571. In the recent year, Everhart Financial Group, Inc. has decreased its shares by 531.