CWS Financial Advisors, LLC's ownership history for IVV

CWS Financial Advisors, LLC currently holds 4.7K shares with a market value of $3.1M. It started holding IVV on 2024-09-30. At its peak, it held 5.4K shares on 2024-09-30. Its highest holding value was $3.4M on 2025-12-31. At its lowest, it held 4.7K shares on 2026-03-31, with a value of $2.9M on 2025-03-31. In the recent 180 days, CWS Financial Advisors, LLC has decreased its shares by 315. In the recent year, CWS Financial Advisors, LLC has decreased its shares by 535.