Rooted Wealth Advisors, Inc.'s ownership history for IVV

Rooted Wealth Advisors, Inc. currently holds 464 shares with a market value of $312.0K. It started holding IVV on 2024-09-30. At its peak, it held 525 shares on 2024-12-31. Its highest holding value was $321.4K on 2025-06-30. At its lowest, it held 464 shares on 2025-09-30, with a value of $299 on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 24. In the recent year, Rooted Wealth Advisors, Inc. has decreased its shares by 60.