Balboa Wealth Partners's ownership history for IVW

Balboa Wealth Partners currently holds 11.9K shares with a market value of $1.5M. It started holding IVW on 2024-09-30. At its peak, it held 26.1K shares on 2025-03-31. Its highest holding value was $2.4M on 2025-03-31. At its lowest, it held 11.8K shares on 2025-06-30, with a value of $1.3M on 2025-06-30. In the recent 180 days, Balboa Wealth Partners has increased its shares by 90. In the recent year, Balboa Wealth Partners has decreased its shares by 10.3K.