SwitchPoint Financial Planning, LLC's ownership history for IVW

SwitchPoint Financial Planning, LLC currently holds 4.7K shares with a market value of $562.1K. It started holding IVW on 2024-12-31. At its peak, it held 4.7K shares on 2024-12-31. Its highest holding value was $562.1K on 2025-09-30. At its lowest, it held 4.7K shares on 2024-12-31, with a value of $432.2K on 2025-03-31. In the recent 180 days, SwitchPoint Financial Planning, LLC has increased its shares by 0.