Shared Vision Wealth Group LLC's ownership history for IEF

Shared Vision Wealth Group LLC currently holds 7.4K shares with a market value of $699.8K. It started holding IEF on 2024-12-31. At its peak, it held 7.4K shares on 2026-06-30. Its highest holding value was $699.8K on 2026-06-30. At its lowest, it held 2.4K shares on 2025-03-31, with a value of $226.8K on 2025-03-31. In the recent 180 days, Shared Vision Wealth Group LLC has increased its shares by 5.0K.