Modern Wealth Management, LLC's ownership history for IVV

Modern Wealth Management, LLC currently holds 119.8K shares with a market value of $80.2M. It started holding IVV on 2024-09-30. At its peak, it held 119.8K shares on 2025-09-30. Its highest holding value was $80.2M on 2025-09-30. At its lowest, it held 32.7K shares on 2024-09-30, with a value of $18.9M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 60.7K. In the recent year, Modern Wealth Management, LLC has increased its shares by 87.1K.