Lutz Financial Services LLC's ownership history for IUSV

Lutz Financial Services LLC currently holds 111.6K shares with a market value of $11.4M. It started holding IUSV on 2024-09-30. At its peak, it held 114.3K shares on 2024-09-30. Its highest holding value was $11.5M on 2025-12-31. At its lowest, it held 111.3K shares on 2025-03-31, with a value of $10.3M on 2025-03-31. In the recent 180 days, Lutz Financial Services LLC has decreased its shares by 1.7K. In the recent year, Lutz Financial Services LLC has increased its shares by 249.