Wells Financial Advisors INC's ownership history for IVV

Wells Financial Advisors INC currently holds 131 shares with a market value of $85.6K. It started holding IVV on 2024-12-31. At its peak, it held 1.9K shares on 2025-03-31. Its highest holding value was $1.1M on 2024-12-31. At its lowest, it held 131 shares on 2026-03-31, with a value of $85.6K on 2026-03-31. In the recent 180 days, Wells Financial Advisors INC has decreased its shares by 1.0K. In the recent year, Wells Financial Advisors INC has decreased its shares by 1.8K.