Lifestyle Asset Management, Inc.'s ownership history for IVW

Lifestyle Asset Management, Inc. currently holds 7.8K shares with a market value of $884.4K. It started holding IVW on 2025-06-30. At its peak, it held 26.4K shares on 2025-12-31. Its highest holding value was $3.3M on 2025-12-31. At its lowest, it held 5.1K shares on 2025-09-30, with a value of $614.1K on 2025-09-30. In the recent 180 days, Lifestyle Asset Management, Inc. has increased its shares by 2.7K.