Rolek Wealth Management LLC's ownership history for IVV

Rolek Wealth Management LLC currently holds 578 shares with a market value of $396.0K. It started holding IVV on 2024-12-31. At its peak, it held 578 shares on 2025-06-30. Its highest holding value was $396.0K on 2025-12-31. At its lowest, it held 488 shares on 2024-12-31, with a value of $267.6K on 2025-03-31. In the recent 180 days, Rolek Wealth Management LLC has increased its shares by 0. In the recent year, Rolek Wealth Management LLC has increased its shares by 90.