Smith Salley Wealth Management's ownership history for IVV

Smith Salley Wealth Management currently holds 3.1K shares with a market value of $2.0M. It started holding IVV on 2024-09-30. At its peak, it held 3.1K shares on 2026-03-31. Its highest holding value was $2.1M on 2025-12-31. At its lowest, it held 1.6K shares on 2024-09-30, with a value of $912.0K on 2024-09-30. In the recent 180 days, Smith Salley Wealth Management has increased its shares by 35. In the recent year, Smith Salley Wealth Management has increased its shares by 851.