KWB Wealth's ownership history for IVV

KWB Wealth currently holds 13.7K shares with a market value of $9.4M. It started holding IVV on 2024-09-30. At its peak, it held 15.1K shares on 2024-09-30. Its highest holding value was $9.4M on 2025-12-31. At its lowest, it held 13.1K shares on 2025-09-30, with a value of $8.1M on 2025-09-30. In the recent 180 days, KWB Wealth has decreased its shares by 892. In the recent year, KWB Wealth has decreased its shares by 1.4K.