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

Smallwood Wealth Investment Management, LLC currently holds 184 shares with a market value of $120.8K. It started holding IVV on 2025-03-31. At its peak, it held 243 shares on 2025-06-30. Its highest holding value was $159.9K on 2025-09-30. At its lowest, it held 97 shares on 2025-12-31, with a value of $67.1K on 2025-12-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 54. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 53.