Occidental Asset Management, LLC's ownership history for IWF

Occidental Asset Management, LLC currently holds 42.4K shares with a market value of $20.1M. It started holding IWF on 2024-09-30. At its peak, it held 45.4K shares on 2024-09-30. Its highest holding value was $20.1M on 2025-12-31. At its lowest, it held 42.3K shares on 2025-06-30, with a value of $15.5M on 2025-03-31. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 94. In the recent year, Occidental Asset Management, LLC has decreased its shares by 742.