Oregon Pacific Wealth Management, LLC's ownership history for IVV

Oregon Pacific Wealth Management, LLC currently holds 2.7K shares with a market value of $1.7M. It started holding IVV on 2024-12-31. At its peak, it held 4.1K shares on 2024-12-31. Its highest holding value was $2.4M on 2024-12-31. At its lowest, it held 1.7K shares on 2025-09-30, with a value of $1.1M on 2025-09-30. In the recent 180 days, Oregon Pacific Wealth Management, LLC has increased its shares by 999. In the recent year, Oregon Pacific Wealth Management, LLC has increased its shares by 413.