Concord Wealth Partners's ownership history for IVV

Concord Wealth Partners currently holds 461 shares with a market value of $315.9K. It started holding IVV on 2024-09-30. At its peak, it held 1.2K shares on 2024-09-30. Its highest holding value was $743.4K on 2025-09-30. At its lowest, it held 461 shares on 2025-12-31, with a value of $315.9K on 2025-12-31. In the recent 180 days, Concord Wealth Partners has decreased its shares by 648. In the recent year, Concord Wealth Partners has decreased its shares by 653.