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

Sterling Financial Planning, Inc. currently holds 148.1K shares with a market value of $17.9M. It started holding IVW on 2024-09-30. At its peak, it held 155.6K shares on 2024-09-30. Its highest holding value was $17.9M on 2025-09-30. At its lowest, it held 148.1K shares on 2025-09-30, with a value of $14.3M on 2025-03-31. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 6.3K. In the recent year, Sterling Financial Planning, Inc. has decreased its shares by 7.5K.