Montz Harcus Wealth Management LLC's ownership history for IVW

Montz Harcus Wealth Management LLC currently holds 3.2K shares with a market value of $383.4K. It started holding IVW on 2024-09-30. At its peak, it held 3.2K shares on 2025-09-30. Its highest holding value was $383.4K on 2025-09-30. At its lowest, it held 2.5K shares on 2024-09-30, with a value of $243.2K on 2024-09-30. In the recent 180 days, Montz Harcus Wealth Management LLC has increased its shares by 6. In the recent year, Montz Harcus Wealth Management LLC has increased its shares by 636.