Strategic Wealth Investment Group, LLC's ownership history for IVV

Strategic Wealth Investment Group, LLC currently holds 472 shares with a market value of $308.4K. It started holding IVV on 2024-09-30. At its peak, it held 205.2K shares on 2024-12-31. Its highest holding value was $5.2M on 2024-12-31. At its lowest, it held 471 shares on 2025-12-31, with a value of $308.4K on 2026-03-31. In the recent 180 days, Strategic Wealth Investment Group, LLC has decreased its shares by 581. In the recent year, Strategic Wealth Investment Group, LLC has decreased its shares by 119.