Forum Financial Management, LP's ownership history for IVW

Forum Financial Management, LP currently holds 22.5K shares with a market value of $2.8M. It started holding IVW on 2024-09-30. At its peak, it held 22.5K shares on 2025-12-31. Its highest holding value was $2.8M on 2025-12-31. At its lowest, it held 21.7K shares on 2025-09-30, with a value of $2.0M on 2025-03-31. In the recent 180 days, Forum Financial Management, LP has increased its shares by 771. In the recent year, Forum Financial Management, LP has increased its shares by 709.