Trek Financial, LLC's ownership history for IVW

Trek Financial, LLC currently holds 176.3K shares with a market value of $21.3M. It started holding IVW on 2024-12-31. At its peak, it held 184.5K shares on 2025-03-31. Its highest holding value was $21.3M on 2025-09-30. At its lowest, it held 149.7K shares on 2024-12-31, with a value of $15.2M on 2024-12-31. In the recent 180 days, Trek Financial, LLC has decreased its shares by 8.2K.