Holistic Financial Partners's ownership history for IVV

Holistic Financial Partners currently holds 3.4K shares with a market value of $2.2M. It started holding IVV on 2025-06-30. At its peak, it held 3.4K shares on 2026-03-31. Its highest holding value was $2.2M on 2026-03-31. At its lowest, it held 691 shares on 2025-06-30, with a value of $428.9K on 2025-06-30. In the recent 180 days, Holistic Financial Partners has increased its shares by 2.3K.