Sterling Financial Planning, Inc.'s ownership history for IVV

Sterling Financial Planning, Inc. currently holds 12.6K shares with a market value of $8.4M. It started holding IVV on 2024-09-30. At its peak, it held 12.6K shares on 2024-12-31. Its highest holding value was $8.4M on 2025-09-30. At its lowest, it held 12.4K shares on 2024-09-30, with a value of $7.1M on 2025-03-31. In the recent 180 days, Sterling Financial Planning, Inc. has increased its shares by 33. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 185.