Wambolt & Associates, LLC's ownership history for IVV

Wambolt & Associates, LLC currently holds 1.3K shares with a market value of $824.8K. It started holding IVV on 2024-09-30. At its peak, it held 1.3K shares on 2025-06-30. Its highest holding value was $824.8K on 2025-06-30. At its lowest, it held 622 shares on 2025-03-31, with a value of $350.9K on 2025-03-31. In the recent 180 days, Wambolt & Associates, LLC has increased its shares by 643.