Shira Ridge Wealth Management's ownership history for IVW

Shira Ridge Wealth Management currently holds 3.1K shares with a market value of $378.0K. It started holding IVW on 2024-09-30. At its peak, it held 3.3K shares on 2025-03-31. Its highest holding value was $378.0K on 2025-09-30. At its lowest, it held 3.1K shares on 2024-12-31, with a value of $303.3K on 2025-03-31. In the recent 180 days, Shira Ridge Wealth Management has decreased its shares by 136. In the recent year, Shira Ridge Wealth Management has decreased its shares by 76.