Concentrum Wealth Management's ownership history for IVV

Concentrum Wealth Management currently holds 347 shares with a market value of $232.2K. It started holding IVV on 2024-12-31. At its peak, it held 347 shares on 2025-09-30. Its highest holding value was $232.2K on 2025-09-30. At its lowest, it held 344 shares on 2024-12-31, with a value of $202.5K on 2024-12-31. In the recent 180 days, Concentrum Wealth Management has increased its shares by 3.