BALANCED WEALTH GROUP LLC's ownership history for IVV

BALANCED WEALTH GROUP LLC currently holds 1.7K shares with a market value of $1.1M. It started holding IVV on 2024-09-30. At its peak, it held 2.1K shares on 2024-09-30. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 1.7K shares on 2026-03-31, with a value of $1.1M on 2026-03-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has decreased its shares by 261. In the recent year, BALANCED WEALTH GROUP LLC has decreased its shares by 305.