Wealthquest Corp's ownership history for IWR

Wealthquest Corp currently holds 7.9K shares with a market value of $759.9K. It started holding IWR on 2024-09-30. At its peak, it held 9.7K shares on 2024-09-30. Its highest holding value was $854.1K on 2024-12-31. At its lowest, it held 7.9K shares on 2025-12-31, with a value of $737.1K on 2025-06-30. In the recent 180 days, Wealthquest Corp has decreased its shares by 1.8K.