Portland Financial Advisors Inc's ownership history for IVW

Portland Financial Advisors Inc currently holds 2.2K shares with a market value of $244.8K. It started holding IVW on 2024-12-31. At its peak, it held 3.3K shares on 2024-12-31. Its highest holding value was $394.0K on 2025-09-30. At its lowest, it held 2.2K shares on 2025-12-31, with a value of $244.8K on 2026-03-31. In the recent 180 days, Portland Financial Advisors Inc has decreased its shares by 1.1K. In the recent year, Portland Financial Advisors Inc has decreased its shares by 1.1K.