Mattern Wealth Management LLC's ownership history for IVW

Mattern Wealth Management LLC currently holds 28.1K shares with a market value of $3.5M. It started holding IVW on 2024-09-30. At its peak, it held 28.8K shares on 2024-09-30. Its highest holding value was $3.5M on 2025-12-31. At its lowest, it held 28.1K shares on 2025-12-31, with a value of $2.7M on 2025-03-31. In the recent 180 days, Mattern Wealth Management LLC has decreased its shares by 479. In the recent year, Mattern Wealth Management LLC has decreased its shares by 113.