KWB Wealth's ownership history for IVLU

KWB Wealth currently holds 576.8K shares with a market value of $21.9M. It started holding IVLU on 2024-09-30. At its peak, it held 799.5K shares on 2025-09-30. Its highest holding value was $26.3M on 2025-09-30. At its lowest, it held 178.5K shares on 2024-09-30, with a value of $4.9M on 2024-09-30. In the recent 180 days, KWB Wealth has decreased its shares by 222.8K. In the recent year, KWB Wealth has decreased its shares by 16.0K.