Mittelman Wealth Management's ownership history for IVV

Mittelman Wealth Management currently holds 467 shares with a market value of $305.2K. It started holding IVV on 2024-12-31. At its peak, it held 1.2K shares on 2024-12-31. Its highest holding value was $709.9K on 2024-12-31. At its lowest, it held 456 shares on 2025-09-30, with a value of $296.2K on 2025-06-30. In the recent 180 days, Mittelman Wealth Management has decreased its shares by 10. In the recent year, Mittelman Wealth Management has decreased its shares by 739.