Marshall & Sterling Wealth Advisors Inc.'s ownership history for IVW

Marshall & Sterling Wealth Advisors Inc. currently holds 87 shares with a market value of $9.8K. It started holding IVW on 2024-12-31. At its peak, it held 87 shares on 2024-12-31. Its highest holding value was $10.7K on 2025-12-31. At its lowest, it held 86 shares on 2025-03-31, with a value of $8.0K on 2025-03-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 0. In the recent year, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 1.