Schwallier Wealth Management LLC's ownership history for IVV

Schwallier Wealth Management LLC currently holds 406 shares with a market value of $272.0K. It started holding IVV on 2025-06-30. At its peak, it held 406 shares on 2025-09-30. Its highest holding value was $272.0K on 2025-09-30. At its lowest, it held 405 shares on 2025-06-30, with a value of $251.6K on 2025-06-30.