Summit Asset Management, LLC's ownership history for IVW

Summit Asset Management, LLC currently holds 4.6K shares with a market value of $560.9K. It started holding IVW on 2024-09-30. At its peak, it held 5.3K shares on 2024-09-30. Its highest holding value was $560.9K on 2025-09-30. At its lowest, it held 4.6K shares on 2025-06-30, with a value of $436.0K on 2025-03-31. In the recent 180 days, Summit Asset Management, LLC has decreased its shares by 51. In the recent year, Summit Asset Management, LLC has decreased its shares by 621.