Simplicity Wealth,LLC's ownership history for IVW

Simplicity Wealth,LLC currently holds 66.1K shares with a market value of $8.1M. It started holding IVW on 2024-09-30. At its peak, it held 113.8K shares on 2025-06-30. Its highest holding value was $12.5M on 2025-06-30. At its lowest, it held 59.1K shares on 2025-09-30, with a value of $6.0M on 2025-03-31. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 47.7K. In the recent year, Simplicity Wealth,LLC has decreased its shares by 1.6K.