U.S. Capital Wealth Advisors, LLC's ownership history for IVV


U.S. Capital Wealth Advisors, LLC currently holds 59.1K shares with a market value of $39.6M. It started holding IVV on 2024-09-30. At its peak, it held 59.1K shares on 2025-09-30. Its highest holding value was $39.6M on 2025-09-30. At its lowest, it held 39.8K shares on 2024-09-30, with a value of $23.0M on 2024-09-30. In the recent 180 days, U.S. Capital Wealth Advisors, LLC has increased its shares by 4.2K. In the recent year, U.S. Capital Wealth Advisors, LLC has increased its shares by 19.3K.


U.S. Capital Wealth Advisors, LLC's ownership history for IVV