Rochester Wealth Strategies, LLC's ownership history for IVV

Rochester Wealth Strategies, LLC currently holds 455 shares with a market value of $297.5K. It started holding IVV on 2025-03-31. At its peak, it held 455 shares on 2025-09-30. Its highest holding value was $312.0K on 2025-12-31. At its lowest, it held 453 shares on 2025-03-31, with a value of $254.4K on 2025-03-31. In the recent 180 days, Rochester Wealth Strategies, LLC has increased its shares by 0. In the recent year, Rochester Wealth Strategies, LLC has increased its shares by 2.