Mowery & Schoenfeld Wealth Management, LLC's ownership history for IVV

Mowery & Schoenfeld Wealth Management, LLC currently holds 922 shares with a market value of $602.3K. It started holding IVV on 2024-09-30. At its peak, it held 2.0K shares on 2024-12-31. Its highest holding value was $1.2M on 2024-12-31. At its lowest, it held 922 shares on 2025-06-30, with a value of $546.8K on 2024-09-30. In the recent 180 days, Mowery & Schoenfeld Wealth Management, LLC has increased its shares by 0. In the recent year, Mowery & Schoenfeld Wealth Management, LLC has decreased its shares by 372.