Balance Wealth, LLC's ownership history for IEV

Balance Wealth, LLC currently holds 11.0K shares with a market value of $720.8K. It started holding IEV on 2025-03-31. At its peak, it held 11.5K shares on 2025-06-30. Its highest holding value was $725.2K on 2025-06-30. At its lowest, it held 11.0K shares on 2025-09-30, with a value of $653.9K on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 229.