Occidental Asset Management, LLC's ownership history for IUSV

Occidental Asset Management, LLC currently holds 19.3K shares with a market value of $2.0M. It started holding IUSV on 2024-09-30. At its peak, it held 19.7K shares on 2024-09-30. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 8.6K shares on 2025-06-30, with a value of $818.2K on 2025-06-30. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 10.6K. In the recent year, Occidental Asset Management, LLC has increased its shares by 1.6K.