GoalFusion Wealth Management, LLC's ownership history for IVV

GoalFusion Wealth Management, LLC currently holds 82.3K shares with a market value of $53.7M. It started holding IVV on 2024-09-30. At its peak, it held 82.3K shares on 2026-03-31. Its highest holding value was $54.8M on 2025-12-31. At its lowest, it held 78.0K shares on 2024-09-30, with a value of $45.0M on 2025-03-31. In the recent 180 days, GoalFusion Wealth Management, LLC has increased its shares by 2.8K. In the recent year, GoalFusion Wealth Management, LLC has increased its shares by 2.3K.