LWM ADVISORS INC's ownership history for IEF

LWM ADVISORS INC currently holds 29.2K shares with a market value of $2.8M. It started holding IEF on 2024-12-31. At its peak, it held 29.2K shares on 2025-12-31. Its highest holding value was $2.8M on 2025-12-31. At its lowest, it held 27.7K shares on 2025-03-31, with a value of $2.6M on 2025-03-31. In the recent 180 days, LWM ADVISORS INC has increased its shares by 1.0K. In the recent year, LWM ADVISORS INC has increased its shares by 396.