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

Strategic Financial Planning, Inc. currently holds 1.1K shares with a market value of $768.7K. It started holding IVV on 2024-09-30. At its peak, it held 1.1K shares on 2024-09-30. Its highest holding value was $768.7K on 2025-09-30. At its lowest, it held 1.1K shares on 2024-09-30, with a value of $645.4K on 2025-03-31. In the recent 180 days, Strategic Financial Planning, Inc. has increased its shares by 0. In the recent year, Strategic Financial Planning, Inc. has increased its shares by 0.