Marotta Asset Management's ownership history for IVV

Marotta Asset Management currently holds 356 shares with a market value of $244.1K. It started holding IVV on 2025-06-30. At its peak, it held 571 shares on 2025-09-30. Its highest holding value was $383.9K on 2025-09-30. At its lowest, it held 356 shares on 2025-12-31, with a value of $244.1K on 2025-12-31. In the recent 180 days, Marotta Asset Management has decreased its shares by 49.