Portland Financial Advisors Inc's ownership history for IVV

Portland Financial Advisors Inc currently holds 1.8K shares with a market value of $1.2M. It started holding IVV on 2024-12-31. At its peak, it held 1.8K shares on 2026-03-31. Its highest holding value was $1.2M on 2026-03-31. At its lowest, it held 1.4K shares on 2025-12-31, with a value of $841.7K on 2025-03-31. In the recent 180 days, Portland Financial Advisors Inc has increased its shares by 288. In the recent year, Portland Financial Advisors Inc has increased its shares by 276.