Modern Wealth Management, LLC's ownership history for IVV

Modern Wealth Management, LLC currently holds 157.7K shares with a market value of $103.8M. It started holding IVV on 2024-09-30. At its peak, it held 157.7K shares on 2026-03-31. Its highest holding value was $103.8M on 2025-12-31. 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 37.9K. In the recent year, Modern Wealth Management, LLC has increased its shares by 98.6K.