Shakespeare Wealth Management, LLC's ownership history for IVV

Shakespeare Wealth Management, LLC currently holds 1.2K shares with a market value of $834.6K. It started holding IVV on 2024-09-30. At its peak, it held 1.5K shares on 2024-09-30. Its highest holding value was $910.2K on 2025-06-30. At its lowest, it held 1.2K shares on 2025-09-30, with a value of $812.5K on 2025-03-31. In the recent 180 days, Shakespeare Wealth Management, LLC has decreased its shares by 199. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 284.