Smallwood Wealth Investment Management, LLC's ownership history for IUSV

Smallwood Wealth Investment Management, LLC currently holds 444 shares with a market value of $45.5K. It started holding IUSV on 2025-03-31. At its peak, it held 444 shares on 2025-06-30. Its highest holding value was $45.6K on 2025-12-31. At its lowest, it held 442 shares on 2025-03-31, with a value of $40.9K on 2025-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 0. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 2.