Joel Adams & Associates, Inc.'s ownership history for IVV

Joel Adams & Associates, Inc. currently holds 875 shares with a market value of $571.6K. It started holding IVV on 2025-03-31. At its peak, it held 981 shares on 2025-03-31. Its highest holding value was $606.7K on 2025-09-30. At its lowest, it held 855 shares on 2025-12-31, with a value of $551.3K on 2025-03-31. In the recent 180 days, Joel Adams & Associates, Inc. has decreased its shares by 31. In the recent year, Joel Adams & Associates, Inc. has decreased its shares by 106.