Balance Wealth, LLC's ownership history for IVW

Balance Wealth, LLC currently holds 8.5K shares with a market value of $1.0M. It started holding IVW on 2025-03-31. At its peak, it held 18.5K shares on 2025-03-31. Its highest holding value was $1.7M on 2025-03-31. At its lowest, it held 8.5K shares on 2025-09-30, with a value of $960.0K on 2025-06-30. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 9.9K.