Balance Wealth, LLC's ownership history for IVV

Balance Wealth, LLC currently holds 1.0K shares with a market value of $681.6K. It started holding IVV on 2025-03-31. At its peak, it held 1.0K shares on 2025-09-30. Its highest holding value was $681.6K on 2025-09-30. At its lowest, it held 562 shares on 2025-03-31, with a value of $315.8K on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 457.