KWB Wealth's ownership history for IVW

KWB Wealth currently holds 9.7K shares with a market value of $1.2M. It started holding IVW on 2024-09-30. At its peak, it held 9.7K shares on 2025-06-30. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 9.7K shares on 2024-09-30, with a value of $898.4K on 2024-09-30. In the recent 180 days, KWB Wealth has increased its shares by 0. In the recent year, KWB Wealth has increased its shares by 2.