Forza Wealth Management, LLC's ownership history for IVV

Forza Wealth Management, LLC currently holds 6.5K shares with a market value of $4.3M. It started holding IVV on 2024-09-30. At its peak, it held 6.5K shares on 2025-09-30. Its highest holding value was $4.3M on 2025-09-30. At its lowest, it held 2.8K shares on 2025-03-31, with a value of $1.5M on 2025-03-31. In the recent 180 days, Forza Wealth Management, LLC has increased its shares by 3.7K. In the recent year, Forza Wealth Management, LLC has increased its shares by 3.2K.