Falcon Wealth Planning's ownership history for IVV

Falcon Wealth Planning currently holds 4.1K shares with a market value of $2.8M. It started holding IVV on 2024-09-30. At its peak, it held 4.5K shares on 2024-12-31. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 1.8K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Falcon Wealth Planning has decreased its shares by 191. In the recent year, Falcon Wealth Planning has increased its shares by 2.4K.