Sterling Group Wealth Management, LLC's ownership history for IVW

Sterling Group Wealth Management, LLC currently holds 65.1K shares with a market value of $7.9M. It started holding IVW on 2024-09-30. At its peak, it held 103.1K shares on 2025-03-31. Its highest holding value was $10.3M on 2024-12-31. At its lowest, it held 65.1K shares on 2025-09-30, with a value of $7.4M on 2025-06-30. In the recent 180 days, Sterling Group Wealth Management, LLC has decreased its shares by 38.0K. In the recent year, Sterling Group Wealth Management, LLC has decreased its shares by 37.5K.