Peak Retirement Planning, Inc.'s ownership history for IVV

Peak Retirement Planning, Inc. currently holds 1.2K shares with a market value of $829.7K. It started holding IVV on 2024-12-31. At its peak, it held 1.2K shares on 2025-09-30. Its highest holding value was $829.7K on 2025-12-31. At its lowest, it held 789 shares on 2024-12-31, with a value of $463.0K on 2025-03-31. In the recent 180 days, Peak Retirement Planning, Inc. has increased its shares by 77. In the recent year, Peak Retirement Planning, Inc. has increased its shares by 422.