IWF stock ownership summary

Insider Edges tracks 48 current 13F investors holding IWF with a current stock price of $119.605.

• LWM ADVISORS INC Added IWF; portfolio weight 19.42%; shares 209,701; reported value $26.0M.
• FINLEY FINANCIAL, LLC Added IWF; portfolio weight 5.92%; shares 118,480; reported value $14.7M.
• GENESIS PRIVATE WEALTH, LLC Added IWF; portfolio weight 4.46%; shares 127,737; reported value $15.9M.
• CITY NATIONAL BANK OF FLORIDA /MSD Added IWF; portfolio weight 2.49%; shares 47,790; reported value $5.9M.
• ORSER CAPITAL MANAGEMENT, LLC Added IWF; portfolio weight 2.16%; shares 35,001; reported value $4.3M.
• LEE-KELLEHER WEALTH MANAGEMENT Added IWF; portfolio weight 1.80%; shares 27,706; reported value $3.4M.
• JP WEALTH MANAGEMENT, INC. Added IWF; portfolio weight 1.69%; shares 21,600; reported value $2.7M.
• NEXT LEVEL PRIVATE LLC Added IWF; portfolio weight 1.53%; shares 62,887; reported value $7.8M.
• HARBOUR CAPITAL ADVISORS, LLC Added IWF; portfolio weight 1.48%; shares 65,576; reported value $8.1M.
• INVESTRUST Added IWF; portfolio weight 1.47%; shares 30,824; reported value $3.8M.