Morton Brown Family Wealth, LLC's ownership history for IVV

Morton Brown Family Wealth, LLC currently holds 545 shares with a market value of $356.0K. It started holding IVV on 2024-09-30. At its peak, it held 624 shares on 2025-03-31. Its highest holding value was $387.7K on 2025-12-31. At its lowest, it held 311 shares on 2024-09-30, with a value of $179.4K on 2024-09-30. In the recent 180 days, Morton Brown Family Wealth, LLC has decreased its shares by 21. In the recent year, Morton Brown Family Wealth, LLC has decreased its shares by 79.