True Wealth Design, LLC's ownership history for IVV

True Wealth Design, LLC currently holds 1.1K shares with a market value of $777.4K. It started holding IVV on 2024-12-31. At its peak, it held 1.2K shares on 2025-06-30. Its highest holding value was $777.4K on 2025-12-31. At its lowest, it held 1.1K shares on 2024-12-31, with a value of $620.9K on 2025-03-31. In the recent 180 days, True Wealth Design, LLC has decreased its shares by 20. In the recent year, True Wealth Design, LLC has increased its shares by 30.