Peak Financial Management, Inc.'s ownership history for IVV

Peak Financial Management, Inc. currently holds 3.4K shares with a market value of $2.2M. It started holding IVV on 2024-09-30. At its peak, it held 3.8K shares on 2025-03-31. Its highest holding value was $2.4M on 2025-12-31. At its lowest, it held 3.4K shares on 2026-03-31, with a value of $2.0M on 2024-09-30. In the recent 180 days, Peak Financial Management, Inc. has decreased its shares by 124. In the recent year, Peak Financial Management, Inc. has decreased its shares by 370.