Shared Vision Wealth Group LLC's ownership history for IJR

Shared Vision Wealth Group LLC currently holds 3.6K shares with a market value of $443.6K. 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 $543.6K on 2025-12-31. At its lowest, it held 3.6K shares on 2026-03-31, with a value of $437.1K on 2025-03-31. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 834. In the recent year, Shared Vision Wealth Group LLC has decreased its shares by 612.