Connecticut Wealth Management, LLC's ownership history for IVW

Connecticut Wealth Management, LLC currently holds 353.9K shares with a market value of $40.0M. It started holding IVW on 2024-12-31. At its peak, it held 423.8K shares on 2024-12-31. Its highest holding value was $47.5M on 2025-12-31. At its lowest, it held 353.9K shares on 2026-03-31, with a value of $36.7M on 2025-03-31. In the recent 180 days, Connecticut Wealth Management, LLC has decreased its shares by 34.9K. In the recent year, Connecticut Wealth Management, LLC has decreased its shares by 41.1K.