Sterling Wealth Advisors Inc's ownership history for IVV

Sterling Wealth Advisors Inc currently holds 4.6K shares with a market value of $3.2M. It started holding IVV on 2024-12-31. At its peak, it held 5.1K shares on 2024-12-31. Its highest holding value was $3.2M on 2026-03-31. At its lowest, it held 4.6K shares on 2026-03-31, with a value of $2.8M on 2025-03-31. In the recent 180 days, Sterling Wealth Advisors Inc has decreased its shares by 165. In the recent year, Sterling Wealth Advisors Inc has decreased its shares by 500.