Shared Vision Wealth Group LLC's ownership history for IJR

Shared Vision Wealth Group LLC currently holds 4.4K shares with a market value of $523.5K. It started holding IJR on 2024-09-30. At its peak, it held 4.6K shares on 2025-06-30. Its highest holding value was $523.5K on 2025-09-30. At its lowest, it held 4.1K shares on 2024-12-31, with a value of $437.1K on 2025-03-31. In the recent 180 days, Shared Vision Wealth Group LLC has increased its shares by 222. In the recent year, Shared Vision Wealth Group LLC has increased its shares by 126.