Lodestone Wealth Management LLC's ownership history for IVV

Lodestone Wealth Management LLC currently holds 909 shares with a market value of $593.6K. It started holding IVV on 2024-09-30. At its peak, it held 909 shares on 2026-03-31. Its highest holding value was $607.4K on 2025-12-31. At its lowest, it held 887 shares on 2024-09-30, with a value of $498.3K on 2025-03-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 22. In the recent year, Lodestone Wealth Management LLC has increased its shares by 22.