Modern Wealth Management, LLC's ownership history for IEF


Modern Wealth Management, LLC currently holds 168.3K shares with a market value of $16.2M. It started holding IEF on 2024-09-30. At its peak, it held 168.3K shares on 2025-12-31. Its highest holding value was $16.2M on 2025-12-31. At its lowest, it held 49.9K shares on 2024-09-30, with a value of $4.9M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 327. In the recent year, Modern Wealth Management, LLC has increased its shares by 98.7K.


Modern Wealth Management, LLC's ownership history for IEF