Shared Vision Wealth Group LLC's ownership history for IWB

Shared Vision Wealth Group LLC currently holds 1.3K shares with a market value of $478.8K. It started holding IWB on 2024-09-30. At its peak, it held 1.3K shares on 2025-06-30. Its highest holding value was $478.8K on 2025-09-30. At its lowest, it held 909 shares on 2024-12-31, with a value of $288.6K on 2024-09-30. In the recent 180 days, Shared Vision Wealth Group LLC has increased its shares by 74. In the recent year, Shared Vision Wealth Group LLC has increased its shares by 389.